Professional Services Consulting – Power User Training -CRM


Onsite Training | Training

Full Day on-site consulting visit – CRM

This package includes one full day on-site consultation to: Configure all power users settings to Customer’s specifications; Provide training to Power User on daily, weekly, monthly and quarterly tasks including, but not limited to: (i) Reconciling sold deals; (ii) Adding and removing users; (iii) Configuring Desking settings; Updating Team/Role Based Permissions; Updating campaigns and other marketing. Out of pocket travel and lodging expenses for onsite consultation will be billed to Customer at cost.

Last updated: February 2020

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