TriSys 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.
