TriSys CRM Advanced Course
Overview
Designed for recruitment consultants who have attended the CRM introduction or have a good basic working knowledge of TriSys and want to develop their TriSys skills to get the best from the system e.g. better searching and workflow.
Prerequisites
· Attended TriSys CRM Introduction course
Objectives
The course is designed for Recruitment Consultants wishing to develop their TriSys knowledge achieve the following:
· Understanding Microsoft Exchange Synchronisation
· Working with My E-mail
· Advanced Requirement and Placement Management
· Advanced Searching and Active Searching
· Entity Searching
· Reports
· Advanced Action and Mail Shots
Agenda
|
Session |
Details |
|
09:30 – 11:00 |
Course Overview Exchange Synchronisation Working With My E-mail |
|
11:00 – 11:10 |
Tea/Coffee Break |
|
11:10 – 13:00 |
Working with Requirements Working with Placements |
|
13:00 – 13:45 |
Lunch Break |
|
13:45 – 15:15 |
Advanced Searching Active Searching |
|
15:15 – 15:30 |
Tea/Coffee Break |
|
15:30 – 17:00 |
Reports Actions Mail Shots Recap and questions and answers |
Please click here for an overview of all TriSys Training Courses.