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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

Agenda


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.