Learning Path - SatuitCRM®

General SatuitCRM®Track

1. Basic Navigation & Menus
2. How To Add A Business/Entity
3. How To Add A Contact
4. How To Add A Document
5. Fast Find
6. Create A Saved View
7. Configure Your Home Page
8. Customize Your Browse Lists
9. Introduction to SatuitCRM®
10. How To Add An Activity
11. Introduction to Outlook Integration

Advanced SatuitCRM® Track

1. Dashboard
2. Linking
3. Advanced Search
4. Custom Search
5. Reporting
6. Satuit2GO®
7. Advanced Outlook Integration
8. Mass Mail
9. Email Templates