Event Info

Setting up & Using LibCRM (EU Optimized Time)

Tuesday, October 22, 2019
9:00am - 10:00am (Eastern Time - US & Canada) change time zone

About:

All are welcome to attend this session. For those in Europe the time is:
14.00 WEST   |    15.00 CEST   |    16.00 EEST

This session is geared towards LibCRM admins and covers setup, importings profiles, and using your LibCRM system. We'll discuss Projects & Tasks as well as Reporting.

Learning Objectives:

  • Basic setup of your LibCRM system including creating accounts
  • Setting up LibCRM Profile Types with custom metadata
  • Connecting LibCRM to LibCal and LibAnswers
  • Importing your LibCRM profiles
  • Analyzing Customer Profiles and recording interactions
  • Managing unmatched system emails
  • Creating Projects with Tasks
  • Running Reports
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