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System Training - Customers & eMarketing, pt 2 - 9/4

Description

The training session for Customers and eMarketing, part two, begins with a thorough tour of the customer record, encompassing both individual and organization records.  During the session, we will be discussing the various features available in the "Setup" option of the "Customers" application.  You'll also understand how to impersonate an individual and merge duplicate customer records.  As we conclude our training, we will delve further into the eMarketing integration.

Please respond to the pre-training survey to let us know what you'd like to get out of this session.


Contributors

  • Michelle Park

    Michelle has been with the Impexium team for almost a year. In her role as Training Specialist, she enjoys facilitating training sessions and collaborating with clients as they learn all about the impressive features and functionality Impexium has to offer.

Consider joining the Impexium LinkedIn User Group.

Objectives for this Group are to provide you with the opportunity to:
  • shape Impexium's product roadmap, service offerings, and support options
  • gain insights and learn best practices from others' experiences
  • network with other Association thought leaders and Impexium leaders
On a weekly basis, Impexium team members will share information including:
  • best practices, tips, and tools
  • information about quarterly webinars
  • important Impexium and industry news
September 4, 2024
Wed 11:00 AM EDT

Duration 1H 0M

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Event Support - Michelle