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CRM Advanced Course

Overview

Designed for recruitment consultants who have attended the CRM introduction or have a good basic working knowledge of TriSys and want to develop their TriSys skills to get the best from the system e.g. better searching and workflow.

Prerequisites
 
  • Attended TriSys CRM Introduction course

Objectives

The course is designed for Recruitment Consultants wishing to develop their TriSys knowledge achieve the following:

  • Understanding Microsoft Exchange Synchronisation
  • Working with My E-mail
  • Advanced Requirement and Placement Management
  • Advanced Searching and Active Searching
  • Entity Searching
  • Reports
  • Advanced Action and Mail Shots


Agenda


Session Details
09:30 - 11:00 Course Overview
Exchange Synchronisation
Working With My E-mail
11:00 - 11:10 Tea/Coffee Break
11:10 - 13:00 Working with Requirements
Working with Placements
13:00 - 13:45 Lunch Break
13:45 - 15:15 Advanced Searching
Active Searching
15:15 - 15:30 Tea/Coffee Break
15:30 - 17:00 Reports
Actions
Mail Shots
Recap and questions and answers

Please click here for an overview of all TriSys Training Courses.