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Satuit Crash Course

This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.

Target Audience: New Users or Users who did not get formal training

Feb 7, 2023 10:00 AM in Eastern Time (US and Canada)