GreatSoft Level up CRM Webinar

We are thrilled to share some exciting news with you! As part of our Level Up Programme, we will be hosting a free, interactive workshop focused on maximizing your experience with GreatSoft's CRM. This webinar is designed specifically for experienced users like you who are eager to extract even more value from our system.

Beginner 0(0 Ratings) 39 Students enrolled
Created by Muaaz Seedat Last updated Mon, 19-Feb-2024 English(2021-12-01)
What will I learn?
  • Use CRM more effectively

Curriculum for this course
• Client onboarding
  • Existing CRM USERS
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During this comprehensive session, we will delve into key topics that will empower you to take your GreatSoft usage to the next level. The workshop agenda includes:


- Client onboarding: Streamline and optimize your client onboarding processes.

- Reporting: Learn how to generate insightful reports that provide valuable business intelligence.

- User Defined Fields/User Defined Services: Customize your system to align with your unique requirements.

- Client Links: View and manage your clients' relationships from a single dashboard.

- Advanced search: Master the art of advanced search techniques to quickly find the information you need.

- Events: Effectively manage and track client-related events within the CRM.

- Notes (Alerts): Utilize alerts and notes to stay organized and never miss important details.


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About the instructor
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  • 39 Students
  • 1 Courses
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I am a young, outgoing person who has a genuine interest in learning. I enjoy evaluating data, working with data, and interacting with both external clients and internal stakeholders. I am passionate about data-driven decision making and problem solving.

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  • Access on mobile and tv
  • Full lifetime access

CPD Allocations:
  • CPD Type: Unstructured