New staff member and basic refresher training
This session is designed to provide basic training for those not yet familiar with Client Sense or those needing a refresher on the system. This session requires no prerequisite training or experience with Client Sense.
– Searching for companies and individuals
– Setting up Favourites
– Adding companies or individuals to Favourites
– Sharing and subscribing to Favourites
– Exporting lists / basic reporting
After registering, you will be sent an Outlook meeting invite within 24 hours. This will include the Zoom meeting connection details. This training is provided at no cost as a part of your Client Sense subscription.
For local training sessions outside of Australia, New Zealand and Asia, please contact us here.