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ABOUT THIS PARTICIPANT GUIDE
This document serves as a supplement to the training courses offered through Unanet
University. Participants should use this workbook to complete exercises in the student
Unanet CRM system. Additionally, participants should record notes and actions for
reference when working within their own Unanet CRM system.
Symbols used in this guide
Unanet Contact Information
• VirtualUU@unanet.com
Send questions here for information about courses, course schedules,
unanetuniversity.com, certifications, and enrollments. Unanet monitors this mailbox
daily.
Student Training Site
Students can use their Sandbox site to support this course. Students must have login
credentials to log in as the Overall Firm Administrator (OFA). The Sandbox system
should include Personnel, Companies, Contacts, Opportunities, Projects, and business
processes to complete the designed activities sufficiently.
©2024 Unanet. All rights reserved. 8
