CRM Introduction
Course
Overview
Designed for Recruitment Consultants who are new to the TriSys system or companies that have recently purchased an upgrade to TriSys version 7/8 &/or TriSys ASP.
Prerequisites
- Knowledge of Windows
Objectives
The course is designed for recruiters to complete their day to day task and administration on TriSys, this includes the following areas:
- TriSys Overview
- TriSys Dashboard including - Management Information and Recruitment Performance Summary.
- Grid Management including grid customisation, filtering information, exporting and printing
- Contact Management adding contacts from auto recognition from either e-mail or files, adding detail to contacts and applying attributes.
- Company Management
- Requirements including searching and shortlist candidates
- Requirement work flow
- Diary Management
| Session | Details |
| 09:30 - 11:00 | TriSys Overview TriSys Dashboard Grid Management |
| 11:00 - 11:10 | Tea/Coffee Break |
| 11:10 - 13:00 | Contact Management Company Management |
| 13:00 - 13:45 | Lunch Break |
| 13:45 - 15:15 | Requirements Recruitment Process |
| 15:15 - 15:30 | Tea/Coffee Break |
| 15:30 - 17:00 | Diary Management Recap and questions and answers |
Please click here for an overview of all TriSys Training Courses.
