Advanced Training: Admin

Administrative Strategy - Chapter Overview

  • Principles for strategically designing your system.
  • Key terms and definitions as they are used within the software.
  • How to better define goals and metrics to establish your workflow.
  • Basic principles of system security.

Practical Scenarios

  • Review the ways in which your particular organization defines success.
  • Define how sales leads and other data pass from person to person in your current organization, and how that relates to's data viewership and ownership.

Release Notes

Find our most recent release notes.


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Advanced Training Guides

Advanced training for the Lead Management Platform.

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