Page 3 - Participant Guide - Unanet CRM Managing Relationships (eBook)

Utilize Insights.............................................................................................................. 10
Activity 2.3 – I’m going to a meeting and want to know about people and companies
that I will be meeting. ................................................................................................. 10

Lesson 3: Manage Activities .................................................................. 12
Learning Objectives .................................................................................................... 12

Introduction .................................................................................................................. 12

Create Events ............................................................................................................... 12
Activity 3.1 – How can I easily log an event I was invited to? .................................. 12
Update Events .............................................................................................................. 13

Activity 3.2 – I just left a meeting with a prospect, how can I log the details? ......... 13

COMPLETION CERTIFICATE AND EVALUATION ................................. 15
Certificate of Completion ............................................................................................ 15

Course Survey.............................................................................................................. 15

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