Training Guide
Whether you're a new employee, or your company is new to Inform, our Training Guide is here to help. The best way to learn is by doing. This guide offers small bite-sized scenario driven training sessions that can be learned in minutes. Don't attempt to read this entire guide in one sitting! Instead, use it as a quick reference while you practice at your own pace. Applying what you've learned will result in a significant understanding of Inform and the many benefits it provides.
Navigation
- Validate your data
- Navigating in Inform
- Common options
- Command selection
- Tables and grids
- Print, fax, view, or email
CRM
- How to manage customer engagement
- Track your sales opportunities
- How to add a prospect
- Add an activity to a prospect
- Review Sales dashboard KPIs
- Salesperson reporting