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
| 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.
