Setting up & Using LibCRM

Tuesday, March 31, 2020
11:30am - 12:30pm U.S. ET (UTC -5)
Talia Richards
Session type:
Basic Training Session
LibCRM Training Room: https://springshare.zoom.us/j/722950240
Products covered:
User Level:
Admin Users  

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Previously Recorded Session

In this session:

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

This session is intended for: Admin Users

Products covered: LibCRM

Registration is not required, but is recommended to receive a reminder email and ics file to add to your calendar.

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