Getting Started with CRM

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This page is a work in progress

The Basics

In training you will require a web browser and an Internet connection. A laptop or desktop is preferred but the CRM will adjust for a smaller device.

Some Terms

  • Home Control Panel - The first page you see when you log on
  • Navigation - going from one page or record to another
  • Browser Tabs - a way to open multiple pages of the same site in one web browser window.