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METHOD:PUBLISH
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PRODID:-//WordPress - MECv7.30.0//EN
X-ORIGINAL-URL:https://satuit.com/
X-WR-CALNAME:Satuit Technologies
X-WR-CALDESC:Award Winning Software for the Asset Management Industry
X-WR-TIMEZONE:America/New_York
BEGIN:VTIMEZONE
TZID:America/New_York
X-LIC-LOCATION:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T030000
RRULE:FREQ=YEARLY;BYMONTH=03;BYDAY=2SU
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T010000
RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU
END:STANDARD
END:VTIMEZONE
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-PUBLISHED-TTL:PT1H
X-MS-OLK-FORCEINSPECTOROPEN:TRUE
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-77b88288ebae7b17b7c8610a48c40dd1@satuit.com
DTSTART;TZID=America/New_York:20260818T100000
DTEND;TZID=America/New_York:20260818T110000
DTSTAMP:20260112T180457Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:12
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_S3aDniPJTzSdy9rz4_dWlw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-79e0effe60c1d4c057037f430cd25b73@satuit.com
DTSTART;TZID=America/New_York:20260804T100000
DTEND;TZID=America/New_York:20260804T110000
DTSTAMP:20260112T180411Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:13
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_dFxUJSigTIqHK-ECoMArFg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b8043b9b976639acb17b035ab8963f18@satuit.com
DTSTART;TZID=America/New_York:20260728T100000
DTEND;TZID=America/New_York:20260728T110000
DTSTAMP:20260112T180329Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:9
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Expanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_0DqpF6N-T-SvEphvWC_TCw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-73c83a253e66cb5877f2d7f8beeba07f@satuit.com
DTSTART;TZID=America/New_York:20260721T100000
DTEND;TZID=America/New_York:20260728T113000
DTSTAMP:20260112T180239Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:8
TRANSP:OPAQUE
SUMMARY:Admin – Import Tools
DESCRIPTION:\n\n\n\n\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n\n\n\n\n\n\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_lg28yiDHTZagN2m3CXjdZw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-4df5bde009073d3ef60da64d736724d6@satuit.com
DTSTART;TZID=America/New_York:20260714T100000
DTEND;TZID=America/New_York:20260714T113000
DTSTAMP:20260112T180108Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:6
TRANSP:OPAQUE
SUMMARY:Admin-Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_nMUixWXuQNeWUrnH_Wp8FQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-798d1c2813cbdf8bcdb388db0e32d496@satuit.com
DTSTART;TZID=America/New_York:20260707T100000
DTEND;TZID=America/New_York:20260707T113000
DTSTAMP:20260112T175940Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:8
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration and User Management
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_r-CYLxhYTr2XK-ZdFwnZjQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-06cbd4eb560fc3a4a4e0fd73846d4293@satuit.com
DTSTART;TZID=America/New_York:20260611T133000
DTEND;TZID=America/New_York:20260611T140000
DTSTAMP:20260112T175820Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:9
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_1ioGWJfJS_2tgUrBBNzHmQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-d5c82d99f0edb85fc94ffa4204146aad@satuit.com
DTSTART;TZID=America/New_York:20260602T100000
DTEND;TZID=America/New_York:20260602T110000
DTSTAMP:20260112T175710Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:11
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_xety9fJXR8ayH2LIOih-VQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-34ff028fc02b773b8885b59aee142e60@satuit.com
DTSTART;TZID=America/New_York:20250521T133000
DTEND;TZID=America/New_York:20250521T140000
DTSTAMP:20260112T175601Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:1
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_lhAMwnN7TYO444h0MWbmTw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b70d15bf5840f8e7791e821588d20db3@satuit.com
DTSTART;TZID=America/New_York:20260512T100000
DTEND;TZID=America/New_York:20260512T110000
DTSTAMP:20260112T175315Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:12
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://us06web.zoom.us/webinar/register/WN_45JmS3yvQy2J-na8d8LN4w
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-78beb16526e99b8619b6349165556f65@satuit.com
DTSTART;TZID=America/New_York:20260507T133000
DTEND;TZID=America/New_York:20260507T140000
DTSTAMP:20260112T175224Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:6
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_PB5FiexkSG2QEnj4h5bZ3g
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-eff3058117fd4cf4d4c3af12e273a40f@satuit.com
DTSTART;TZID=America/New_York:20260428T100000
DTEND;TZID=America/New_York:20260428T110000
DTSTAMP:20260112T174942Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:8
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Expanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_XLw_plQCTUOFLI1bxl5G6Q
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ffe4a40fecc90fa1120088e704712fb2@satuit.com
DTSTART;TZID=America/New_York:20260421T100000
DTEND;TZID=America/New_York:20260421T113000
DTSTAMP:20260112T174853Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:7
TRANSP:OPAQUE
SUMMARY:Admin – Import Tools
DESCRIPTION:\n\n\n\n\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n\n\n\n\n\n\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_u9Cco6FtRjKevobKv1QkgQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-80568f6743b6126cb61be9f97c55ba85@satuit.com
DTSTART;TZID=America/New_York:20260414T100000
DTEND;TZID=America/New_York:20260414T113000
DTSTAMP:20260112T174724Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:5
TRANSP:OPAQUE
SUMMARY:Admin-Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_oVJhymWNTfWXL1zSTzAL0w
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-bc8741c4e92bbbca75ab9fe51f54664a@satuit.com
DTSTART;TZID=America/New_York:20260407T100000
DTEND;TZID=America/New_York:20260407T113000
DTSTAMP:20260112T174626Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:8
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration and User Management
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_RuY7Lpo5RoSG0n0P3KSYgg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-3fb2389e0e156b63d97272834132843c@satuit.com
DTSTART;TZID=America/New_York:20260326T133000
DTEND;TZID=America/New_York:20260326T140000
DTSTAMP:20260112T173905Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:9
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_h1MPLk0eRiyIeW2omOLzzA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-85ffb002f52455e760e4c90cc3b71ac3@satuit.com
DTSTART;TZID=America/New_York:20260312T133000
DTEND;TZID=America/New_York:20260312T140000
DTSTAMP:20260112T173817Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:7
TRANSP:OPAQUE
SUMMARY:Sales Cycle Management
DESCRIPTION:\n\nThis session is geared towards managing your Satuit sales data and displaying it in the most effective ways. Topics covered include creating new sales opportunities, ways to display sales data through graphs and charts, as well as how to report on it.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_B-E7JuiCQ2m3xyoXe9o3Kg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-4b5deb9a14d66ab0acc3b8a2360cde7c@satuit.com
DTSTART;TZID=America/New_York:20260217T100000
DTEND;TZID=America/New_York:20260217T110000
DTSTAMP:20260112T173725Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:11
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://us06web.zoom.us/webinar/register/WN_axiEpyNGTGmm1-kpUGYwNw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ea4c796cccfc3899b5f9ae2874237c20@satuit.com
DTSTART;TZID=America/New_York:20260203T100000
DTEND;TZID=America/New_York:20260203T110000
DTSTAMP:20260112T173632Z
CREATED:20260112
LAST-MODIFIED:20260112
PRIORITY:5
SEQUENCE:10
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_sVDtKsyVQzWkNSTJQiD23Q
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-dd4729902a3476b2bc9675e3530a852c@satuit.com
DTSTART;TZID=America/New_York:20260113T100000
DTEND;TZID=America/New_York:20260113T113000
DTSTAMP:20251016T120914Z
CREATED:20251016
LAST-MODIFIED:20251016
PRIORITY:5
SEQUENCE:4
TRANSP:OPAQUE
SUMMARY:Admin-Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_ZkxxF9EdRgy4YRnPbuJY4A
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-236522d75c8164f90a85448456e1d1aa@satuit.com
DTSTART;TZID=America/New_York:20260106T100000
DTEND;TZID=America/New_York:20260106T113000
DTSTAMP:20251016T120815Z
CREATED:20251016
LAST-MODIFIED:20251016
PRIORITY:5
SEQUENCE:7
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration and User Management
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_yDgwjIS6SP-d3Qih7ECSAg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5d9e4a04afb9f3608ccc76c1ffa7573e@satuit.com
DTSTART;TZID=America/New_York:20251216T100000
DTEND;TZID=America/New_York:20251216T110000
DTSTAMP:20251016T120606Z
CREATED:20251016
LAST-MODIFIED:20251016
PRIORITY:5
SEQUENCE:9
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_Wp0m2H5MQz-qeyYkXjmiWQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-244c14ea3d510ea640df31ff78b3158a@satuit.com
DTSTART;TZID=America/New_York:20251211T133000
DTEND;TZID=America/New_York:20251211T140000
DTSTAMP:20251016T120511Z
CREATED:20251016
LAST-MODIFIED:20251016
PRIORITY:5
SEQUENCE:8
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_ntNNYwKKQ0KTTr0-p4wOvA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-a576eafbce762079f7d1f77fca1c5cc2@satuit.com
DTSTART;TZID=America/New_York:20251209T100000
DTEND;TZID=America/New_York:20251209T110000
DTSTAMP:20251016T120356Z
CREATED:20251016
LAST-MODIFIED:20251203
PRIORITY:5
SEQUENCE:10
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_xXyR-Od-Tg-C4OP7LbJPaA#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-cf372cbe6eae54c6a6dfb3ebbcdc3404@satuit.com
DTSTART;TZID=America/New_York:20251204T133000
DTEND;TZID=America/New_York:20251204T140000
DTSTAMP:20251016T120304Z
CREATED:20251016
LAST-MODIFIED:20251016
PRIORITY:5
SEQUENCE:6
TRANSP:OPAQUE
SUMMARY:Sales Cycle Management
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_NlYHlzpLT3WpU4ZC3x5JXQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1b141c19b8516ff9a26065d66ecd7146@satuit.com
DTSTART;TZID=America/New_York:20251125T100000
DTEND;TZID=America/New_York:20251125T110000
DTSTAMP:20251016T120216Z
CREATED:20251016
LAST-MODIFIED:20251016
PRIORITY:5
SEQUENCE:8
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://us06web.zoom.us/webinar/register/WN_FPNi03h3SiCLYKKcJVwlzg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-106fac81e07001e1825eadbb39fcde11@satuit.com
DTSTART;TZID=America/New_York:20251120T133000
DTEND;TZID=America/New_York:20251120T140000
DTSTAMP:20251016T120131Z
CREATED:20251016
LAST-MODIFIED:20251016
PRIORITY:5
SEQUENCE:5
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:\n\nThis session will focus on Satuit SIP fundamentals. It will cover publishing documents to individuals, publishing documents in bulk, as well as adding documents to the shared contents folders. This will be useful for those starting out using Satuit SIP, or simply for a refresher on the portal basics.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_w0XRfjSEQTOSr8aeh746lw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-73601bc3bd5a961a61a973e92e29f169@satuit.com
DTSTART;TZID=America/New_York:20251111T100000
DTEND;TZID=America/New_York:20251111T110000
DTSTAMP:20251016T120031Z
CREATED:20251016
LAST-MODIFIED:20251016
PRIORITY:5
SEQUENCE:7
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://us06web.zoom.us/webinar/register/WN_PHHPY3QdQCK11_nKzysNfw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0bd4cddb7692ab6e39732c404f093a2a@satuit.com
DTSTART;TZID=America/New_York:20251106T133000
DTEND;TZID=America/New_York:20251106T140000
DTSTAMP:20251016T115920Z
CREATED:20251016
LAST-MODIFIED:20251016
PRIORITY:5
SEQUENCE:7
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_QL18Rr8mTYO9uv-wrecsrQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-24bea84d52e6a1f8025e313c2ffff50a@satuit.com
DTSTART;TZID=America/New_York:20251104T100000
DTEND;TZID=America/New_York:20251104T110000
DTSTAMP:20251016T115812Z
CREATED:20251016
LAST-MODIFIED:20251016
PRIORITY:5
SEQUENCE:8
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_ypflKwOJQ7uLf2NVU76psA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-138fe4f85c216a7648d1518f17a77637@satuit.com
DTSTART;TZID=America/New_York:20251030T133000
DTEND;TZID=America/New_York:20251030T140000
DTSTAMP:20251016T115610Z
CREATED:20251016
LAST-MODIFIED:20251016
PRIORITY:5
SEQUENCE:5
TRANSP:OPAQUE
SUMMARY:Sales Cycle Management
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_C6cGuecuQ0iuEW3SHcrHiQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-4ccea3161064506dda8e0c9fd416d1ae@satuit.com
DTSTART;TZID=America/New_York:20251028T100000
DTEND;TZID=America/New_York:20251028T110000
DTSTAMP:20250308T140155Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:6
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_ISGQjEs4T-2pFAZt0Sicwg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-7c127e0c66f06e58c7c7310a7c6fa488@satuit.com
DTSTART;TZID=America/New_York:20251021T100000
DTEND;TZID=America/New_York:20251021T113000
DTSTAMP:20250308T140105Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:5
TRANSP:OPAQUE
SUMMARY:Admin – Import Tools
DESCRIPTION:\n\n\n\n\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n\n\n\n\n\n\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_oy4D2qJqRGynMIK13XMSYg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-329d1ea6acb272924f991d523b2d2b80@satuit.com
DTSTART;TZID=America/New_York:20251014T100000
DTEND;TZID=America/New_York:20251014T113000
DTSTAMP:20250308T140009Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:3
TRANSP:OPAQUE
SUMMARY:Admin-Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_6Xx-MTFgSjqo1AMBJ61Aog
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b2fb19fe374529d3658197da0657ab0c@satuit.com
DTSTART;TZID=America/New_York:20251007T100000
DTEND;TZID=America/New_York:20251007T113000
DTSTAMP:20250308T135914Z
CREATED:20250308
LAST-MODIFIED:20250311
PRIORITY:5
SEQUENCE:6
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration and User Management
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_xIY6jgaoQDaw0TLrk6TByg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-10fa5eb83300e5f592b9b35a0e07fc3f@satuit.com
DTSTART;TZID=America/New_York:20250729T100000
DTEND;TZID=America/New_York:20250729T110000
DTSTAMP:20250308T135700Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:5
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Expanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_kBTHDoglQhylqj_nXJ90EQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c63a5650dcd0bf04b35bd712466010bc@satuit.com
DTSTART;TZID=America/New_York:20250722T100000
DTEND;TZID=America/New_York:20250722T113000
DTSTAMP:20250308T135554Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:4
TRANSP:OPAQUE
SUMMARY:Admin – Import Tools
DESCRIPTION:\n\n\n\n\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n\n\n\n\n\n\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN__4a_0xWmQlaIU4lIlujpug
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-d2cb583f4b5bdc51b965ae555ee6bca5@satuit.com
DTSTART;TZID=America/New_York:20250715T100000
DTEND;TZID=America/New_York:20250715T113000
DTSTAMP:20250308T135428Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:2
TRANSP:OPAQUE
SUMMARY:Admin-Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_KG5QTZSXTBmn6yMpsE1yTg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-08d562c1eedd30b15b51e35d8486d14c@satuit.com
DTSTART;TZID=America/New_York:20250701T100000
DTEND;TZID=America/New_York:20250701T113000
DTSTAMP:20250308T135337Z
CREATED:20250308
LAST-MODIFIED:20250311
PRIORITY:5
SEQUENCE:5
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration and User Management
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_bbY0mJZ9TQ-1Lxpx8DVLnA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-6072cd1424d62d9c33c6a7a82cacd40e@satuit.com
DTSTART;TZID=America/New_York:20250422T100000
DTEND;TZID=America/New_York:20250422T110000
DTSTAMP:20250308T135247Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:4
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Expanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_ch34QrBKR6uNsxymIMGwDQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e8219d4c93f6c55c6b10fe6bfe997c6c@satuit.com
DTSTART;TZID=America/New_York:20250408T100000
DTEND;TZID=America/New_York:20250408T113000
DTSTAMP:20250308T135040Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:1
TRANSP:OPAQUE
SUMMARY:Admin-Data Management & Reporting
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_kc6lTU7lSfyvxcQQC6Fq5g
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-3882c5a9869d86def6b7be879605522e@satuit.com
DTSTART;TZID=America/New_York:20250401T100000
DTEND;TZID=America/New_York:20250401T113000
DTSTAMP:20250308T134931Z
CREATED:20250308
LAST-MODIFIED:20250311
PRIORITY:5
SEQUENCE:5
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration and User Management
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_lpYQAt0hTZuzYrwUAp8tJw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ff1e68e74c6b16a1a7b5d958b95e120c@satuit.com
DTSTART;TZID=America/New_York:20250925T133000
DTEND;TZID=America/New_York:20250925T140000
DTSTAMP:20250308T134642Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:6
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_cFdBHriBSFiIt0apHqCgEA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ce9a6fb2becc2d235e62b125e9260102@satuit.com
DTSTART;TZID=America/New_York:20250918T133000
DTEND;TZID=America/New_York:20250918T140000
DTSTAMP:20250308T134557Z
CREATED:20250308
LAST-MODIFIED:20250508
PRIORITY:5
SEQUENCE:4
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:\n\nThis session will focus on Satuit SIP fundamentals. It will cover publishing documents to individuals, publishing documents in bulk, as well as adding documents to the shared contents folders. This will be useful for those starting out using Satuit SIP, or simply for a refresher on the portal basics.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_gcDqiiFXRoSilADOqRad9A
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-93a27b0bd99bac3e68a440b48aa421ab@satuit.com
DTSTART;TZID=America/New_York:20250916T100000
DTEND;TZID=America/New_York:20250916T110000
DTSTAMP:20250308T134515Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:6
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://us06web.zoom.us/webinar/register/WN_RtyhGlPNSSKkAGfl6ve0Hg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f702defbc67edb455949f46babab0c18@satuit.com
DTSTART;TZID=America/New_York:20250909T100000
DTEND;TZID=America/New_York:20250909T110000
DTSTAMP:20250308T134425Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:7
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_GcISLkAKSqmrYLyEnYuP6A
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c1722a7941d61aad6e651a35b65a9c3e@satuit.com
DTSTART;TZID=America/New_York:20250821T133000
DTEND;TZID=America/New_York:20250821T140000
DTSTAMP:20250308T134336Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:4
TRANSP:OPAQUE
SUMMARY:Sales Cycle Management
DESCRIPTION:\n\nThis session is geared towards managing your Satuit sales data and displaying it in the most effective ways. Topics covered include creating new sales opportunities, ways to display sales data through graphs and charts, as well as how to report on it.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_6rdkpeA4SGG4opTqaLMy5w
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-73c730319cf839f143bf40954448ce39@satuit.com
DTSTART;TZID=America/New_York:20250814T133000
DTEND;TZID=America/New_York:20250814T140000
DTSTAMP:20250308T134240Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:5
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_VEkDicbFQLqAM5QW3H-6LA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-210192abc6dd9b4f53d7ba4926461e86@satuit.com
DTSTART;TZID=America/New_York:20250812T100000
DTEND;TZID=America/New_York:20250812T110000
DTSTAMP:20250308T134120Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:5
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_2WFS4UHxQo6qWFgwJeJzbA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-24064e6576a74af1b8eda89277c6b659@satuit.com
DTSTART;TZID=America/New_York:20250806T133000
DTEND;TZID=America/New_York:20250806T140000
DTSTAMP:20250308T134006Z
CREATED:20250308
LAST-MODIFIED:20250725
PRIORITY:5
SEQUENCE:4
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:\n\nThis session will focus on Satuit SIP fundamentals. It will cover publishing documents to individuals, publishing documents in bulk, as well as adding documents to the shared contents folders. This will be useful for those starting out using Satuit SIP, or simply for a refresher on the portal basics.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_fFfhhhdJQ8SEn6v7Lip3oA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1ce9168a60deae4a994dbd5b2d145699@satuit.com
DTSTART;TZID=America/New_York:20250805T100000
DTEND;TZID=America/New_York:20250805T110000
DTSTAMP:20250308T133841Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:6
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_bxVL5eyJRKCUAAt4D1S0Sw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-342b5fe6486788799659c39bbfc3fa02@satuit.com
DTSTART;TZID=America/New_York:20250626T133000
DTEND;TZID=America/New_York:20250626T140000
DTSTAMP:20250308T133745Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:4
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_uLC_yQWUTKyrnNd9ozSDrw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-7b9d31aa17b849b238ab79cef0733041@satuit.com
DTSTART;TZID=America/New_York:20250624T100000
DTEND;TZID=America/New_York:20250624T110000
DTSTAMP:20250308T133516Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:4
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://us06web.zoom.us/webinar/register/WN_n_y1Sk2jShePD4qoyJevmQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0023a1e3447fdb31836536cc903f1310@satuit.com
DTSTART;TZID=America/New_York:20250612T133000
DTEND;TZID=America/New_York:20250612T140000
DTSTAMP:20250308T133424Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:3
TRANSP:OPAQUE
SUMMARY:Sales Cycle Management
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_kyztSSNfTLKjZTfkyARJTw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-d3ab9b41f98222ad7b5ff8a822172796@satuit.com
DTSTART;TZID=America/New_York:20250610T100000
DTEND;TZID=America/New_York:20250610T110000
DTSTAMP:20250308T133310Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:5
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_E1B90vCvT7utQB_Km2JZWQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-a2369958a9645eac52b58a8134e2ef5a@satuit.com
DTSTART;TZID=America/New_York:20250522T133000
DTEND;TZID=America/New_York:20250522T140000
DTSTAMP:20250308T133217Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:2
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:\n\nThis session will focus on Satuit SIP fundamentals. It will cover publishing documents to individuals, publishing documents in bulk, as well as adding documents to the shared contents folders. This will be useful for those starting out using Satuit SIP, or simply for a refresher on the portal basics.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_7fVsmtRwTdm9Tp660wvl_A
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-a17479231dc298309a3fda7d7d00111a@satuit.com
DTSTART;TZID=America/New_York:20250520T100000
DTEND;TZID=America/New_York:20250520T110000
DTSTAMP:20250308T133047Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:3
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://us06web.zoom.us/webinar/register/WN_SV75zGSJSmiy74z0Ue7RGA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-483d8df877b31405c1e8fe4247f02d86@satuit.com
DTSTART;TZID=America/New_York:20250515T133000
DTEND;TZID=America/New_York:20250515T140000
DTSTAMP:20250308T132940Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:3
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_7AxQL5AMS1eZx0pqMtrmGQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-670eca4ad5de0e0cfcc60ab3dd008095@satuit.com
DTSTART;TZID=America/New_York:20250513T100000
DTEND;TZID=America/New_York:20250513T110000
DTSTAMP:20250308T132707Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:4
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_fQBTJmF2SKeRX3p5j3NU0w
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-9cdf26568d166bc6793ef8da5afa0846@satuit.com
DTSTART;TZID=America/New_York:20250508T133000
DTEND;TZID=America/New_York:20250508T140000
DTSTAMP:20250308T132604Z
CREATED:20250308
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:2
TRANSP:OPAQUE
SUMMARY:Sales Cycle Management
DESCRIPTION:\n\nThis session is geared towards managing your Satuit sales data and displaying it in the most effective ways. Topics covered include creating new sales opportunities, ways to display sales data through graphs and charts, as well as how to report on it.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_uIHak4zkTNuzjbPBaJF4fw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-2d13d901966a8eaa7f9c943eba6a540b@satuit.com
DTSTART;TZID=America/New_York:20250327T133000
DTEND;TZID=America/New_York:20250327T140000
DTSTAMP:20241112T154727Z
CREATED:20241112
LAST-MODIFIED:20241112
PRIORITY:5
SEQUENCE:2
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_joLtFRvMTKqTraaRZj7WTQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e355ad06c5a89f911fbb0aff2de52435@satuit.com
DTSTART;TZID=America/New_York:20250318T100000
DTEND;TZID=America/New_York:20250318T111500
DTSTAMP:20241112T154617Z
CREATED:20241112
LAST-MODIFIED:20241112
PRIORITY:5
SEQUENCE:2
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_d3QdlQhlS36qNN-WN_K6Fg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-7c9966afcc510cf5a40621d1d92bdaf1@satuit.com
DTSTART;TZID=America/New_York:20250313T133000
DTEND;TZID=America/New_York:20250313T140000
DTSTAMP:20241112T154509Z
CREATED:20241112
LAST-MODIFIED:20241112
PRIORITY:5
SEQUENCE:1
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:\n\nThis session will focus on Satuit SIP fundamentals. It will cover publishing documents to individuals, publishing documents in bulk, as well as adding documents to the shared contents folders. This will be useful for those starting out using Satuit SIP, or simply for a refresher on the portal basics.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_mbqHJP2WQVmKwTkHrCFskw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-2ead807305f1256d739e30b5c14e12c0@satuit.com
DTSTART;TZID=America/New_York:20250304T100000
DTEND;TZID=America/New_York:20250304T110000
DTSTAMP:20241112T154324Z
CREATED:20241112
LAST-MODIFIED:20241112
PRIORITY:5
SEQUENCE:3
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_x4khQn2vSPK7QJCaWd059A
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e046cbb371a979a6893456eee7f00703@satuit.com
DTSTART;TZID=America/New_York:20250227T133000
DTEND;TZID=America/New_York:20250227T140000
DTSTAMP:20241112T154231Z
CREATED:20241112
LAST-MODIFIED:20241112
PRIORITY:5
SEQUENCE:1
TRANSP:OPAQUE
SUMMARY:Sales Cycle Management
DESCRIPTION:\n\nThis session is geared towards managing your Satuit sales data and displaying it in the most effective ways. Topics covered include creating new sales opportunities, ways to display sales data through graphs and charts, as well as how to report on it.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_bvqUJpl_SIarKp4isk0VNQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-177da57035b03c2eb2cbe9b872348d15@satuit.com
DTSTART;TZID=America/New_York:20250218T100000
DTEND;TZID=America/New_York:20250218T111500
DTSTAMP:20241112T154107Z
CREATED:20241112
LAST-MODIFIED:20241112
PRIORITY:5
SEQUENCE:1
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://us06web.zoom.us/webinar/register/WN_wA_bRgLASeyxputod8KEzQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-8ff3fdef6f5144f50eb2a83cd34baa5d@satuit.com
DTSTART;TZID=America/New_York:20250213T133000
DTEND;TZID=America/New_York:20250213T140000
DTSTAMP:20241112T154009Z
CREATED:20241112
LAST-MODIFIED:20241112
PRIORITY:5
SEQUENCE:1
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_proS_Kw5SBeZ8AtNXBg8lg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0ec29ebfebc8170bf981e16247ca1298@satuit.com
DTSTART;TZID=America/New_York:20250204T100000
DTEND;TZID=America/New_York:20250204T110000
DTSTAMP:20241112T153913Z
CREATED:20241112
LAST-MODIFIED:20241112
PRIORITY:5
SEQUENCE:2
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_Dj-ycnVHSwmtAQBnXHpAdg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-de535e267c10a7c88f2ed4283e8484da@satuit.com
DTSTART;TZID=America/New_York:20250107T100000
DTEND;TZID=America/New_York:20250107T233000
DTSTAMP:20241112T153811Z
CREATED:20241112
LAST-MODIFIED:20241202
PRIORITY:5
SEQUENCE:2
TRANSP:OPAQUE
SUMMARY:System Configuration and User Management
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_KzfvJZ8KS8m8sSAwO9pjiA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-019fa4fdf1c04cf73ba25aa2223769cd@satuit.com
DTSTART;TZID=America/New_York:20250114T100000
DTEND;TZID=America/New_York:20250114T113000
DTSTAMP:20241112T153701Z
CREATED:20241112
LAST-MODIFIED:20241202
PRIORITY:5
SEQUENCE:2
TRANSP:OPAQUE
SUMMARY:Admin-Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_XLZQ8OaVQquY_774vRfyZA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-67ad4113ae200c56e74d7177b37d9469@satuit.com
DTSTART;TZID=America/New_York:20250415T100000
DTEND;TZID=America/New_York:20250415T113000
DTSTAMP:20241112T153526Z
CREATED:20241112
LAST-MODIFIED:20250308
PRIORITY:5
SEQUENCE:3
TRANSP:OPAQUE
SUMMARY:Admin – Import Tools
DESCRIPTION:\n\n\n\n\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n\n\n\n\n\n\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN__5TvuUk8RI-wItFFRSwXRQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-32b9e74c8f60958158eba8d1fa372971@satuit.com
DTSTART;TZID=America/New_York:20250128T100000
DTEND;TZID=America/New_York:20250128T110000
DTSTAMP:20241112T153433Z
CREATED:20241112
LAST-MODIFIED:20241202
PRIORITY:5
SEQUENCE:3
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_PvQaa9LbQ-CH5iV5rYOevA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5cfe9b8fb129f0fe3ffc7b209ac471ed@satuit.com
DTSTART;TZID=America/New_York:20241105T130000
DTEND;TZID=America/New_York:20241105T140000
DTSTAMP:20241030T182628Z
CREATED:20241030
LAST-MODIFIED:20241030
PRIORITY:5
SEQUENCE:1
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_YrTC5mcZR1yWItFz_jnGJQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e3958a8c7218de842b0db063b56cc2dd@satuit.com
DTSTART;TZID=America/New_York:20241219T133000
DTEND;TZID=America/New_York:20241219T140000
DTSTAMP:20240912T200929Z
CREATED:20240912
LAST-MODIFIED:20240912
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Sales Cycle Management
DESCRIPTION:\n\nThis session is geared towards managing your Satuit sales data and displaying it in the most effective ways. Topics covered include creating new sales opportunities, ways to display sales data through graphs and charts, as well as how to report on it.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_bvqUJpl_SIarKp4isk0VNQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-dcf3219715a7c9cd9286f19db46f2384@satuit.com
DTSTART;TZID=America/New_York:20241210T100000
DTEND;TZID=America/New_York:20241210T111500
DTSTAMP:20240912T200834Z
CREATED:20240912
LAST-MODIFIED:20240912
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_6m1WVwcuQMmGl7PA7aaFCA
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e0be0edcb00cc770525f1400c1666b0f@satuit.com
DTSTART;TZID=America/New_York:20241126T100000
DTEND;TZID=America/New_York:20241126T110000
DTSTAMP:20240912T200609Z
CREATED:20240912
LAST-MODIFIED:20240912
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_9EuTyGXpSaOPepwDfG_5Fg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b8ce47761ed7b3b6f48b583350b7f9e4@satuit.com
DTSTART;TZID=America/New_York:20241112T100000
DTEND;TZID=America/New_York:20241112T111500
DTSTAMP:20240912T200505Z
CREATED:20240912
LAST-MODIFIED:20240912
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://us06web.zoom.us/webinar/register/WN_Dtphy_j3T-uBAM9-3IqmUg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-7b3403f79b478699224bb449509694cf@satuit.com
DTSTART;TZID=America/New_York:20241121T133000
DTEND;TZID=America/New_York:20241121T140000
DTSTAMP:20240912T200353Z
CREATED:20240912
LAST-MODIFIED:20240912
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_3VikLN4mRhK5rcD1l5we3Q#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-305fa4e2c0e76dd586553d64c975a626@satuit.com
DTSTART;TZID=America/New_York:20241107T133000
DTEND;TZID=America/New_York:20241107T140000
DTSTAMP:20240907T013028Z
CREATED:20240907
LAST-MODIFIED:20240912
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Sales Cycle Management
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_-PWfZcPVSaKqDOUQJTNMkw#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-fa28c6cdf8dd6f41a657c3d7caa5c709@satuit.com
DTSTART;TZID=America/New_York:20240919T133000
DTEND;TZID=America/New_York:20240919T140000
DTSTAMP:20240808T130259Z
CREATED:20240808
LAST-MODIFIED:20240808
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_pPW0-6BGTma8j3rvbrRzlg#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-096b826c74d0c38d76aa6dbae35ed59d@satuit.com
DTSTART;TZID=America/New_York:20241029T100000
DTEND;TZID=America/New_York:20241029T111500
DTSTAMP:20240808T111747Z
CREATED:20240808
LAST-MODIFIED:20240808
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_WwqWaVvuRoaKv9i3yvSDNA#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0f1436a95643b9b2290678e35a58d859@satuit.com
DTSTART;TZID=America/New_York:20241022T100000
DTEND;TZID=America/New_York:20241022T111500
DTSTAMP:20240808T111642Z
CREATED:20240808
LAST-MODIFIED:20240808
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Expanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_EYNPJKAHTHipSFnwjb57-g#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-d062f3e278a1fbba2303ff5a22e8c75e@satuit.com
DTSTART;TZID=America/New_York:20241015T100000
DTEND;TZID=America/New_York:20241015T113000
DTSTAMP:20240808T111441Z
CREATED:20240808
LAST-MODIFIED:20240808
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:\n\n\n\n\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n\n\n\n\n\n\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_sq_g4OT4RNuodxbM6aCneQ#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0fe9736d2d0d132d43d9fe500a0557bf@satuit.com
DTSTART;TZID=America/New_York:20241008T100000
DTEND;TZID=America/New_York:20241008T111500
DTSTAMP:20240808T110835Z
CREATED:20240808
LAST-MODIFIED:20240808
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin-Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://us06web.zoom.us/webinar/register/WN_t8rCXVLlQ_eyNFHK908N0g#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c87579e7369697e409f6d7767838ced5@satuit.com
DTSTART;TZID=America/New_York:20241001T100000
DTEND;TZID=America/New_York:20241001T233000
DTSTAMP:20240808T110731Z
CREATED:20240808
LAST-MODIFIED:20240808
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:System Configuration and User Management
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_CQi0bKbfRhqyJqPo-ezgRQ#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-8ef99bfe02f6d9e5c920cfebe29ee9fb@satuit.com
DTSTART;TZID=America/New_York:20240924T100000
DTEND;TZID=America/New_York:20240924T111500
DTSTAMP:20240808T110505Z
CREATED:20240808
LAST-MODIFIED:20240808
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_0AOh-rf-S2eH_vbx187aWA#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5f7039b1bb628805481cb58560a1208b@satuit.com
DTSTART;TZID=America/New_York:20240910T133000
DTEND;TZID=America/New_York:20240910T140000
DTSTAMP:20240808T110331Z
CREATED:20240808
LAST-MODIFIED:20240808
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_pPW0-6BGTma8j3rvbrRzlg#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-14c4f36143b4b09cbc320d7c95a50ee7@satuit.com
DTSTART;TZID=America/New_York:20240910T100000
DTEND;TZID=America/New_York:20240910T111500
DTSTAMP:20240808T110140Z
CREATED:20240808
LAST-MODIFIED:20240808
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://us06web.zoom.us/webinar/register/WN_aaqzL5eTTwmrWD5y8Y0Phw
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c76fc22972602cd585beccfb9be283c8@satuit.com
DTSTART;TZID=America/New_York:20240905T133000
DTEND;TZID=America/New_York:20240905T140000
DTSTAMP:20240808T110015Z
CREATED:20240808
LAST-MODIFIED:20240808
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_9MP9jypGQfW_JFTMCHYkIg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5cb0e249689cd6d8369c4885435a56c2@satuit.com
DTSTART;TZID=America/New_York:20240808T113000
DTEND;TZID=America/New_York:20240808T123000
DTSTAMP:20240805T172448Z
CREATED:20240805
LAST-MODIFIED:20240805
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:\n\nThis session will focus on Satuit SIP fundamentals. It will cover publishing documents to individuals, publishing documents in bulk, as well as adding documents to the shared contents folders. This will be useful for those starting out using Satuit SIP, or simply for a refresher on the portal basics.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_IuaJqBoFTm6XoVRtn5Vqcw#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1d7c2aae840867027b7edd17b6aaa0e9@satuit.com
DTSTART;TZID=America/New_York:20240813T100000
DTEND;TZID=America/New_York:20240813T111500
DTSTAMP:20240805T172447Z
CREATED:20240805
LAST-MODIFIED:20240805
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:
URL:https://us06web.zoom.us/webinar/register/WN_3vRoVZ3ETZC8CHPfihThdg
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b8a6550662b363eb34145965d64d0cfb@satuit.com
DTSTART;TZID=America/New_York:20240822T113000
DTEND;TZID=America/New_York:20240822T120000
DTSTAMP:20240805T172445Z
CREATED:20240805
LAST-MODIFIED:20240805
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://us06web.zoom.us/webinar/register/WN_vfn7WXs3SU2mAOAfI8gQlQ
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-671f0311e2754fcdd37f70a8550379bc@satuit.com
DTSTART;TZID=America/New_York:20240827T100000
DTEND;TZID=America/New_York:20240827T110000
DTSTAMP:20240805T172443Z
CREATED:20240805
LAST-MODIFIED:20240805
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://us06web.zoom.us/webinar/register/WN_0nA9Q05mTh6m_X-ysDCNvA#/registration
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-62d90d223cf3e2239113a4963b191d71@satuit.com
DTSTART;TZID=America/New_York:20240730T100000
DTEND;TZID=America/New_York:20240730T110000
DTSTAMP:20240328T173924Z
CREATED:20240328
LAST-MODIFIED:20240328
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-27-540-195-944/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c6663e689b7d1495526d8c7403ccc67f@satuit.com
DTSTART;TZID=America/New_York:20240723T100000
DTEND;TZID=America/New_York:20240723T111500
DTSTAMP:20240328T173814Z
CREATED:20240328
LAST-MODIFIED:20240328
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-16-108-196/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-fa733611ef13bd333ebfbab7eed14b63@satuit.com
DTSTART;TZID=America/New_York:20240709T100000
DTEND;TZID=America/New_York:20240709T111500
DTSTAMP:20240328T173709Z
CREATED:20240328
LAST-MODIFIED:20240429
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin-Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-22-791-811/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-48c8c3963853fff20bd9e8bee9bd4c07@satuit.com
DTSTART;TZID=America/New_York:20240702T100000
DTEND;TZID=America/New_York:20240702T111500
DTSTAMP:20240328T173541Z
CREATED:20240328
LAST-MODIFIED:20240429
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-20-414-220/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1915523773b16865a73a38acc952ccda@satuit.com
DTSTART;TZID=America/New_York:20240716T100000
DTEND;TZID=America/New_York:20240716T113000
DTSTAMP:20240328T173404Z
CREATED:20240328
LAST-MODIFIED:20240429
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:\n\n\n\n\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n\n\n\n\n\n\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/import-tools-14-3-869-127/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5c48ff18e0a47baaf81d8b8ea51eec92@satuit.com
DTSTART;TZID=America/New_York:20240625T100000
DTEND;TZID=America/New_York:20240625T110000
DTSTAMP:20240328T173231Z
CREATED:20240328
LAST-MODIFIED:20240328
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://satuit.com/t-calendar/satuit-crash-course-27-540-195/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b68c8d589e6268e7283cc8230ae8f908@satuit.com
DTSTART;TZID=America/New_York:20240620T133000
DTEND;TZID=America/New_York:20240620T140000
DTSTAMP:20240328T173114Z
CREATED:20240328
LAST-MODIFIED:20240328
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/reporting-tools-8-683-829-683/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c359889a833e7612e0cff1dc69d272bc@satuit.com
DTSTART;TZID=America/New_York:20240611T100000
DTEND;TZID=America/New_York:20240611T111500
DTSTAMP:20240328T173003Z
CREATED:20240328
LAST-MODIFIED:20240328
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://satuit.com/t-calendar/satuit-best-practices-9-835-714/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-fa95123aa5f89781ed4e89a55eb2edcc@satuit.com
DTSTART;TZID=America/New_York:20240606T133000
DTEND;TZID=America/New_York:20240606T140000
DTSTAMP:20240327T131259Z
CREATED:20240327
LAST-MODIFIED:20240327
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/data-administrative-and-communication-tools-10-130/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-3b2acfe2e38102074656ed938abf4ac3@satuit.com
DTSTART;TZID=America/New_York:20240528T100000
DTEND;TZID=America/New_York:20240528T111500
DTSTAMP:20240202T152948Z
CREATED:20240202
LAST-MODIFIED:20240202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://satuit.com/t-calendar/satuit-crash-course-27-540/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-89b9e0a6f6d1505fe13dea0f18a2dcfa@satuit.com
DTSTART;TZID=America/New_York:20240514T100000
DTEND;TZID=America/New_York:20240514T113000
DTSTAMP:20240202T152840Z
CREATED:20240202
LAST-MODIFIED:20240202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://satuit.com/t-calendar/satuit-best-practices-9-835/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-d6f84c02e2a54908d96f410083beb6e0@satuit.com
DTSTART;TZID=America/New_York:20240509T133000
DTEND;TZID=America/New_York:20240509T140000
DTSTAMP:20240202T152715Z
CREATED:20240202
LAST-MODIFIED:20240202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/reporting-tools-8-683-829/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c862b02975932127779faae44decffb4@satuit.com
DTSTART;TZID=America/New_York:20240430T100000
DTEND;TZID=America/New_York:20240430T111500
DTSTAMP:20240202T152608Z
CREATED:20240202
LAST-MODIFIED:20240202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://satuit.com/t-calendar/satuit-crash-course-27-817/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-7ab6acc5bbf252028d5ffa1b92e6beb1@satuit.com
DTSTART;TZID=America/New_York:20240423T100000
DTEND;TZID=America/New_York:20240423T113000
DTSTAMP:20240202T152503Z
CREATED:20240202
LAST-MODIFIED:20240202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/import-tools-14-3-869/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-966eaa9527eb956f0dc8788132986707@satuit.com
DTSTART;TZID=America/New_York:20240416T100000
DTEND;TZID=America/New_York:20240416T113000
DTSTAMP:20240202T152352Z
CREATED:20240202
LAST-MODIFIED:20240202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-20-414/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-da40657c9fece7e48d30af42d31d4350@satuit.com
DTSTART;TZID=America/New_York:20240409T100000
DTEND;TZID=America/New_York:20240409T113000
DTSTAMP:20240202T152240Z
CREATED:20240202
LAST-MODIFIED:20240202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin-Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-22-791/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-39d6530ef19d55fc98e82cb3907519fa@satuit.com
DTSTART;TZID=America/New_York:20240402T100000
DTEND;TZID=America/New_York:20240402T113000
DTSTAMP:20240202T152037Z
CREATED:20240202
LAST-MODIFIED:20240202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Expanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-16-108/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-9b1fc5df81cadf52164c02bf92678f95@satuit.com
DTSTART;TZID=America/New_York:20240328T133000
DTEND;TZID=America/New_York:20240328T140000
DTSTAMP:20240202T151845Z
CREATED:20240202
LAST-MODIFIED:20240202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/reporting-tools-8-683/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e7a561a2f218bf9cc0e697598320ec59@satuit.com
DTSTART;TZID=America/New_York:20240314T133000
DTEND;TZID=America/New_York:20240314T140000
DTSTAMP:20240202T151600Z
CREATED:20240202
LAST-MODIFIED:20240202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/data-administrative-and-communication-tools-10/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-3b036b877a6a074d7dbfc706fe868c1d@satuit.com
DTSTART;TZID=America/New_York:20240319T100000
DTEND;TZID=America/New_York:20240319T113000
DTSTAMP:20231220T095054Z
CREATED:20231220
LAST-MODIFIED:20231220
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://satuit.com/t-calendar/satuit-best-practices-9/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-374939012129c174e451f0f64be3bfea@satuit.com
DTSTART;TZID=America/New_York:20240305T100000
DTEND;TZID=America/New_York:20240305T111500
DTSTAMP:20231220T094953Z
CREATED:20231220
LAST-MODIFIED:20231220
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://satuit.com/t-calendar/satuit-crash-course-27/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-47bd8ac1becf213f155a82244b4a696a@satuit.com
DTSTART;TZID=America/New_York:20240123T100000
DTEND;TZID=America/New_York:20240123T113000
DTSTAMP:20231128T131833Z
CREATED:20231128
LAST-MODIFIED:20231128
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:\n\n\n\n\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n\n\n\n\n\n\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/import-tools-14-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ffe10334251de1dc98339d99ae4743ba@satuit.com
DTSTART;TZID=America/New_York:20240220T100000
DTEND;TZID=America/New_York:20240220T111500
DTSTAMP:20231121T102650Z
CREATED:20231121
LAST-MODIFIED:20240202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://satuit.com/t-calendar/satuit-best-practices-8/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-7bd87e2f279ba0141a9795e201bf1a53@satuit.com
DTSTART;TZID=America/New_York:20240215T133000
DTEND;TZID=America/New_York:20240215T140000
DTSTAMP:20231121T102057Z
CREATED:20231121
LAST-MODIFIED:20231121
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/reporting-tools-8/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e22c686bc771d5872150738b15f3e533@satuit.com
DTSTART;TZID=America/New_York:20240206T100000
DTEND;TZID=America/New_York:20240206T111500
DTSTAMP:20231121T101935Z
CREATED:20231121
LAST-MODIFIED:20231121
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-26/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ff8c1a3bd0c441439a0a081e560c85fc@satuit.com
DTSTART;TZID=America/New_York:20240201T133000
DTEND;TZID=America/New_York:20240201T140000
DTSTAMP:20231121T101735Z
CREATED:20231121
LAST-MODIFIED:20231121
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/data-administrative-and-communication-tools-9/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ce1d2a5e1884a6c502a675dbd0d3928e@satuit.com
DTSTART;TZID=America/New_York:20240116T100000
DTEND;TZID=America/New_York:20240116T113000
DTSTAMP:20231121T101405Z
CREATED:20231121
LAST-MODIFIED:20231121
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-data-management-reporting-22/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-76330c26dea62332de2ca7b4a9ef51ec@satuit.com
DTSTART;TZID=America/New_York:20240109T100000
DTEND;TZID=America/New_York:20240109T113000
DTSTAMP:20231121T101154Z
CREATED:20231121
LAST-MODIFIED:20231121
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-20/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-9ec0cfdc84044494e10582436e013e64@satuit.com
DTSTART;TZID=America/New_York:20240229T103000
DTEND;TZID=America/New_York:20240229T110000
DTSTAMP:20231121T102812Z
CREATED:20231121
LAST-MODIFIED:20240206
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuitsip-portal-fundamentals-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-79286674060c5b8f6644bfff4ae069a2@satuit.com
DTSTART;TZID=America/New_York:20231017T100000
DTEND;TZID=America/New_York:20231017T113000
DTSTAMP:20230928T085754Z
CREATED:20230928
LAST-MODIFIED:20230928
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:\n\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/import-tools-14-2-670/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-9f6f2381bc56ef668e94f6d1fb4f6309@satuit.com
DTSTART;TZID=America/New_York:20231128T100000
DTEND;TZID=America/New_York:20231128T113000
DTSTAMP:20230928T085131Z
CREATED:20230928
LAST-MODIFIED:20230928
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-16/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-919d2356219c1fa0c0bd560246532c72@satuit.com
DTSTART;TZID=America/New_York:20231003T100000
DTEND;TZID=America/New_York:20231003T113000
DTSTAMP:20230816T090831Z
CREATED:20230816
LAST-MODIFIED:20230816
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-18/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-bc27acd4e787c0a32597d6e4b8254851@satuit.com
DTSTART;TZID=America/New_York:20231221T133000
DTEND;TZID=America/New_York:20231221T140000
DTSTAMP:20230815T162011Z
CREATED:20230815
LAST-MODIFIED:20230815
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/reporting-tools-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c77331e51c5555f8f935d3344c964bd5@satuit.com
DTSTART;TZID=America/New_York:20231212T100000
DTEND;TZID=America/New_York:20231212T111500
DTSTAMP:20230815T161904Z
CREATED:20230815
LAST-MODIFIED:20230815
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://satuit.com/t-calendar/satuit-crash-course-25/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-14319d9cfc6123106878dc20b94fbaf3@satuit.com
DTSTART;TZID=America/New_York:20231207T133000
DTEND;TZID=America/New_York:20231207T140000
DTSTAMP:20230815T161800Z
CREATED:20230815
LAST-MODIFIED:20230815
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/data-administrative-and-communication-tools-8/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-bd33f02c4e28615b5af2d24703e066d5@satuit.com
DTSTART;TZID=America/New_York:20231122T133000
DTEND;TZID=America/New_York:20231122T140000
DTSTAMP:20230815T161613Z
CREATED:20230815
LAST-MODIFIED:20230815
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:\n\nThis session will focus on Satuit SIP fundamentals. It will cover publishing documents to individuals, publishing documents in bulk, as well as adding documents to the shared contents folders. This will be useful for those starting out using Satuit SIP, or simply for a refresher on the portal basics.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/satuitsip-portal-fundamentals-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-3d017ba05931017b15345e3ae2c73cd0@satuit.com
DTSTART;TZID=America/New_York:20231114T100000
DTEND;TZID=America/New_York:20231114T113000
DTSTAMP:20230815T161358Z
CREATED:20230815
LAST-MODIFIED:20230815
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://satuit.com/t-calendar/satuit-best-practices-8-272/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-099fe6b0b444c23836c4a5d07346082b@satuit.com
DTSTART;TZID=America/New_York:20231109T133000
DTEND;TZID=America/New_York:20231109T140000
DTSTAMP:20230815T161251Z
CREATED:20230815
LAST-MODIFIED:20230815
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/reporting-tools-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-2711ab32f69d23c546d5411382c724a6@satuit.com
DTSTART;TZID=America/New_York:20231031T100000
DTEND;TZID=America/New_York:20231031T111500
DTSTAMP:20230815T161121Z
CREATED:20230815
LAST-MODIFIED:20230815
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-24/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5c16b0d099fd16c49462fb3c951b3ebf@satuit.com
DTSTART;TZID=America/New_York:20231026T133000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20230815T160939Z
CREATED:20230815
LAST-MODIFIED:20230815
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/data-administrative-and-communication-tools-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-281683d0650eb208fa2138978a675665@satuit.com
DTSTART;TZID=America/New_York:20231010T100000
DTEND;TZID=America/New_York:20231010T113000
DTSTAMP:20230815T160639Z
CREATED:20230815
LAST-MODIFIED:20230815
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-data-management-reporting-21/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0912d0f15f1394268c66639e39b26215@satuit.com
DTSTART;TZID=America/New_York:20230928T133000
DTEND;TZID=America/New_York:20230928T140000
DTSTAMP:20230605T155940Z
CREATED:20230605
LAST-MODIFIED:20230605
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/reporting-tools-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-51fd081fb2f037078fc8a4e037daabe4@satuit.com
DTSTART;TZID=America/New_York:20230718T100000
DTEND;TZID=America/New_York:20230718T113000
DTSTAMP:20230605T155638Z
CREATED:20230605
LAST-MODIFIED:20230605
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-data-management-reporting-20/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e3978ba7ecdecc63be5f5bf0281a0ed6@satuit.com
DTSTART;TZID=America/New_York:20230919T100000
DTEND;TZID=America/New_York:20230919T111500
DTSTAMP:20230605T143219Z
CREATED:20230605
LAST-MODIFIED:20230605
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://satuit.com/t-calendar/satuit-crash-course-23/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5c376f6d20024c7448dcc13bdf090086@satuit.com
DTSTART;TZID=America/New_York:20230914T133000
DTEND;TZID=America/New_York:20230914T140000
DTSTAMP:20230605T143041Z
CREATED:20230605
LAST-MODIFIED:20230605
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/data-administrative-and-communication-tools-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-44821f701cc30140043698441975b284@satuit.com
DTSTART;TZID=America/New_York:20230905T100000
DTEND;TZID=America/New_York:20230905T113000
DTSTAMP:20230605T142739Z
CREATED:20230605
LAST-MODIFIED:20230815
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:\n\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/import-tools-14-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-6f780a0221033e49ffec2199ba1d74b2@satuit.com
DTSTART;TZID=America/New_York:20230831T133000
DTEND;TZID=America/New_York:20230831T140000
DTSTAMP:20230605T142431Z
CREATED:20230605
LAST-MODIFIED:20230605
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:\n\nThis session will focus on Satuit SIP fundamentals. It will cover publishing documents to individuals, publishing documents in bulk, as well as adding documents to the shared contents folders. This will be useful for those starting out using Satuit SIP, or simply for a refresher on the portal basics.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/satuitsip-portal-fundamentals-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b9937273f2b46912b56d09c8faa7da23@satuit.com
DTSTART;TZID=America/New_York:20230822T100000
DTEND;TZID=America/New_York:20230822T113000
DTSTAMP:20230605T142216Z
CREATED:20230605
LAST-MODIFIED:20230605
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-best-practices-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-bb57db42f77807a9c5823bd8c2d9aaef@satuit.com
DTSTART;TZID=America/New_York:20230817T133000
DTEND;TZID=America/New_York:20230817T140000
DTSTAMP:20230605T141947Z
CREATED:20230605
LAST-MODIFIED:20230605
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/reporting-tools-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b0928f2d4ba7ea33b05024f21d937f48@satuit.com
DTSTART;TZID=America/New_York:20230808T100000
DTEND;TZID=America/New_York:20230808T111500
DTSTAMP:20230605T141806Z
CREATED:20230605
LAST-MODIFIED:20230605
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://satuit.com/t-calendar/satuit-crash-course-22/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-7a70c831f7cd407750d00c839b23a496@satuit.com
DTSTART;TZID=America/New_York:20230523T100000
DTEND;TZID=America/New_York:20230523T113000
DTSTAMP:20230427T084659Z
CREATED:20230427
LAST-MODIFIED:20230427
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-best-practices-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b63826f7edd2fc3ad8449add0c04fceb@satuit.com
DTSTART;TZID=America/New_York:20230509T100000
DTEND;TZID=America/New_York:20230509T113000
DTSTAMP:20230427T084319Z
CREATED:20230427
LAST-MODIFIED:20230427
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-21/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ea4b47f29f0030a6162b40662ff91c70@satuit.com
DTSTART;TZID=America/New_York:20230711T100000
DTEND;TZID=America/New_York:20230711T113000
DTSTAMP:20230418T115527Z
CREATED:20230418
LAST-MODIFIED:20230418
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/import-tools-15/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-672cf3025399742b1a047c8dc6b1e992@satuit.com
DTSTART;TZID=America/New_York:20230803T133000
DTEND;TZID=America/New_York:20230803T140000
DTSTAMP:20230418T114412Z
CREATED:20230418
LAST-MODIFIED:20230418
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/data-administrative-and-communication-tools-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-787afca6b6dd1f06fc22e4b52b0b89bf@satuit.com
DTSTART;TZID=America/New_York:20230725T100000
DTEND;TZID=America/New_York:20230725T113000
DTSTAMP:20230418T114202Z
CREATED:20230418
LAST-MODIFIED:20230418
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-19/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ec79d4bed810ed64267d169b0d37373e@satuit.com
DTSTART;TZID=America/New_York:20230620T100000
DTEND;TZID=America/New_York:20230620T113000
DTSTAMP:20230418T113407Z
CREATED:20230418
LAST-MODIFIED:20230418
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://satuit.com/t-calendar/satuit-best-practices-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1b7663ccddfbba71a405f122e117f95c@satuit.com
DTSTART;TZID=America/New_York:20230629T133000
DTEND;TZID=America/New_York:20230629T140000
DTSTAMP:20230418T112956Z
CREATED:20230418
LAST-MODIFIED:20230418
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/reporting-tools-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-fa5375df32bda8862801ea43b6358683@satuit.com
DTSTART;TZID=America/New_York:20230615T133000
DTEND;TZID=America/New_York:20230615T140000
DTSTAMP:20230418T113020Z
CREATED:20230418
LAST-MODIFIED:20230418
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/data-administrative-and-communication-tools-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b18e8fb514012229891cf024b6436526@satuit.com
DTSTART;TZID=America/New_York:20230606T100000
DTEND;TZID=America/New_York:20230606T111500
DTSTAMP:20230323T115650Z
CREATED:20230323
LAST-MODIFIED:20230323
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-20/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-257deb66f5366aab34a23d5fd0571da4@satuit.com
DTSTART;TZID=America/New_York:20230601T133000
DTEND;TZID=America/New_York:20230601T140000
DTSTAMP:20230323T115604Z
CREATED:20230323
LAST-MODIFIED:20230323
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuitsip-portal-fundamentals-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-fca758e52635df5a640f7063ddb9cdcb@satuit.com
DTSTART;TZID=America/New_York:20230518T133000
DTEND;TZID=America/New_York:20230518T140000
DTSTAMP:20230323T115427Z
CREATED:20230323
LAST-MODIFIED:20230323
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:\n\nThis session will run through the key reporting tools that Satuit has to offer. With a focus on scheduling reports, adding sales charts and graphs to your homepage for ease of access, as well as creating exception reports to ensure all processes have run correctly.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/reporting-tools-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-4f0bf7b7b1aca9ad15317a0b4efdca14@satuit.com
DTSTART;TZID=America/New_York:20230504T133000
DTEND;TZID=America/New_York:20230504T140000
DTSTAMP:20230323T115231Z
CREATED:20230323
LAST-MODIFIED:20230323
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/data-administrative-and-communication-tools-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-8ab9bb97ce35080338be74dc6375e0ed@satuit.com
DTSTART;TZID=America/New_York:20230425T100000
DTEND;TZID=America/New_York:20230425T113000
DTSTAMP:20230323T114917Z
CREATED:20230323
LAST-MODIFIED:20230323
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/import-tools-14/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-10cc088a48f313ab3b1f4e6e76353dd4@satuit.com
DTSTART;TZID=America/New_York:20230418T100000
DTEND;TZID=America/New_York:20230418T113000
DTSTAMP:20230202T150013Z
CREATED:20230202
LAST-MODIFIED:20230202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Expanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-15/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1543ceff58b1606182e9b7cf357712b3@satuit.com
DTSTART;TZID=America/New_York:20230411T100000
DTEND;TZID=America/New_York:20230411T113000
DTSTAMP:20230202T145910Z
CREATED:20230202
LAST-MODIFIED:20230202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-17/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-3d773b5ce67533d1b5b52d9b57936860@satuit.com
DTSTART;TZID=America/New_York:20230404T100000
DTEND;TZID=America/New_York:20230404T113000
DTSTAMP:20230202T145758Z
CREATED:20230202
LAST-MODIFIED:20230202
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-19/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-35bf98501edec1431e0c2fabe948da66@satuit.com
DTSTART;TZID=America/New_York:20230330T133000
DTEND;TZID=America/New_York:20230330T140000
DTSTAMP:20230106T103246Z
CREATED:20230106
LAST-MODIFIED:20230106
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:\n\nThis session is based on tools within Satuit that are deemed most useful and can be used in many different scenarios. It will cover the mass update tool, email templates and the activity plan manager. In this session, examples of different use cases will be demonstrated to better show how these tools can be implemented into your daily workings.\n\n\n\n\n\n
URL:https://satuit.com/t-calendar/data-administrative-and-communication-tools-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-60cb558c40e4f18479664069d9642d5a@satuit.com
DTSTART;TZID=America/New_York:20230321T100000
DTEND;TZID=America/New_York:20230321T113000
DTSTAMP:20230106T103114Z
CREATED:20230106
LAST-MODIFIED:20230106
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-19/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-a73d2d60ed472454a0360027aa039bdb@satuit.com
DTSTART;TZID=America/New_York:20230316T133000
DTEND;TZID=America/New_York:20230316T140000
DTSTAMP:20230106T103004Z
CREATED:20230106
LAST-MODIFIED:20230106
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitSIP Portal Fundamentals
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuitsip-portal-fundamentals/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-51f4efbfb3e18f4ea053c4d3d282c4e2@satuit.com
DTSTART;TZID=America/New_York:20230307T100000
DTEND;TZID=America/New_York:20230307T113000
DTSTAMP:20230106T102806Z
CREATED:20230106
LAST-MODIFIED:20230106
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://satuit.com/t-calendar/satuit-best-practices-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-10fe8dc69a0964edc16fed1a1bd55716@satuit.com
DTSTART;TZID=America/New_York:20230302T133000
DTEND;TZID=America/New_York:20230302T140000
DTSTAMP:20230106T102446Z
CREATED:20230106
LAST-MODIFIED:20230106
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Reporting Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/reporting-tools/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e55bc0255c752d1cb05da10c0f1f5026@satuit.com
DTSTART;TZID=America/New_York:20230216T133000
DTEND;TZID=America/New_York:20230216T140000
DTSTAMP:20230106T101827Z
CREATED:20230106
LAST-MODIFIED:20230106
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Data Administrative and Communication Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/data-administrative-and-communication-tools/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ef8b5fcc338e003145ac9c134754db71@satuit.com
DTSTART;TZID=America/New_York:20230221T100000
DTEND;TZID=America/New_York:20230221T113000
DTSTAMP:20221121T131438Z
CREATED:20221121
LAST-MODIFIED:20230106
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-18/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e61eaa38aed621dd776d0e67cfeee366@satuit.com
DTSTART;TZID=America/New_York:20230207T100000
DTEND;TZID=America/New_York:20230207T113000
DTSTAMP:20221121T131229Z
CREATED:20221121
LAST-MODIFIED:20230106
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\n
URL:https://satuit.com/t-calendar/import-tools-12/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-2004e0f2b74655ee92d3a6af6bdb6626@satuit.com
DTSTART;TZID=America/New_York:20230131T100000
DTEND;TZID=America/New_York:20230131T111500
DTSTAMP:20221121T131131Z
CREATED:20221121
LAST-MODIFIED:20221121
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-best-practices-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-bd4a6d0563e0604510989eb8f9ff71f5@satuit.com
DTSTART;TZID=America/New_York:20230124T100000
DTEND;TZID=America/New_York:20230124T120000
DTSTAMP:20221121T130851Z
CREATED:20221121
LAST-MODIFIED:20221121
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-14/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0396df57e78b6d04b6854dd682e27b3c@satuit.com
DTSTART;TZID=America/New_York:20230117T100000
DTEND;TZID=America/New_York:20230117T120000
DTSTAMP:20221121T130741Z
CREATED:20221121
LAST-MODIFIED:20221212
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/satuit-crash-course-17/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-03573b32b2746e6e8ca98b9123f2249b@satuit.com
DTSTART;TZID=America/New_York:20230110T100000
DTEND;TZID=America/New_York:20230110T120000
DTSTAMP:20221121T130607Z
CREATED:20221121
LAST-MODIFIED:20221121
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-data-management-reporting-18/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c35bc9eaa4a930e006ab98bf3ef90408@satuit.com
DTSTART;TZID=America/New_York:20230103T100000
DTEND;TZID=America/New_York:20230103T113000
DTSTAMP:20221121T130440Z
CREATED:20221121
LAST-MODIFIED:20221121
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuit-crash-course-16/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-77ae1a5da3b68dc65a9d1648242a29a7@satuit.com
DTSTART;TZID=America/New_York:20221220T100000
DTEND;TZID=America/New_York:20221220T111500
DTSTAMP:20220929T152845Z
CREATED:20220929
LAST-MODIFIED:20220929
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:This session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n
URL:https://satuit.com/t-calendar/import-tools-11/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-342c472b95d00421be10e9512b532866@satuit.com
DTSTART;TZID=America/New_York:20221213T100000
DTEND;TZID=America/New_York:20221213T113000
DTSTAMP:20220929T152749Z
CREATED:20220929
LAST-MODIFIED:20220929
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-16/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-cf2f3fe19ffba462831d7f037a07fc83@satuit.com
DTSTART;TZID=America/New_York:20221206T100000
DTEND;TZID=America/New_York:20221206T111500
DTSTAMP:20220929T152630Z
CREATED:20220929
LAST-MODIFIED:20220929
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuit-crash-course-15/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-00430c0c1fae276c9713ab5f21167882@satuit.com
DTSTART;TZID=America/New_York:20221129T100000
DTEND;TZID=America/New_York:20221129T113000
DTSTAMP:20220929T152512Z
CREATED:20220929
LAST-MODIFIED:20220929
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-data-management-reporting-17/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-8d1de7457fa769ece8d93a13a59c8552@satuit.com
DTSTART;TZID=America/New_York:20221115T100000
DTEND;TZID=America/New_York:20221115T111500
DTSTAMP:20220929T152342Z
CREATED:20220929
LAST-MODIFIED:20220929
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:This session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n
URL:https://satuit.com/t-calendar/import-tools-10/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-548f45be9b6c68f10bed527bce14246e@satuit.com
DTSTART;TZID=America/New_York:20221108T100000
DTEND;TZID=America/New_York:20221108T113000
DTSTAMP:20220929T151841Z
CREATED:20220929
LAST-MODIFIED:20220929
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:The Satuit Best Practices training session will cover the fundamental tools/tips & tricks to help streamline your methods and navigation of the CRM.\n
URL:https://satuit.com/t-calendar/satuit-best-practices-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5bd529d5b07b647a8863cf71e98d651a@satuit.com
DTSTART;TZID=America/New_York:20221101T100000
DTEND;TZID=America/New_York:20221101T113000
DTSTAMP:20220719T150844Z
CREATED:20220719
LAST-MODIFIED:20220928
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-13/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-6ebb69ffbebe9fd95d160ffc29e0fe5d@satuit.com
DTSTART;TZID=America/New_York:20221025T100000
DTEND;TZID=America/New_York:20221025T111500
DTSTAMP:20220719T150714Z
CREATED:20220719
LAST-MODIFIED:20220928
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-14/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1a07bcc79f21590b3ed2622d5807bdd0@satuit.com
DTSTART;TZID=America/New_York:20221018T100000
DTEND;TZID=America/New_York:20221018T113000
DTSTAMP:20220719T150550Z
CREATED:20220719
LAST-MODIFIED:20220928
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-16/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-544defa9fddff50c53b71c43e0da72be@satuit.com
DTSTART;TZID=America/New_York:20221011T100000
DTEND;TZID=America/New_York:20221011T111500
DTSTAMP:20220719T150337Z
CREATED:20220719
LAST-MODIFIED:20220928
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-13/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0919b5c38396c3f0c41f1112d538e42c@satuit.com
DTSTART;TZID=America/New_York:20221004T100000
DTEND;TZID=America/New_York:20221004T113000
DTSTAMP:20220719T145705Z
CREATED:20220719
LAST-MODIFIED:20220928
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:This session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n \n
URL:https://satuit.com/t-calendar/import-tools-9/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e97986091ee430b881ba8fc9755a64a8@satuit.com
DTSTART;TZID=America/New_York:20220927T100000
DTEND;TZID=America/New_York:20220927T113000
DTSTAMP:20220719T145350Z
CREATED:20220719
LAST-MODIFIED:20220928
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Geared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-15/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-3a9de64a6c62c8cd6ff8320bafb8452f@satuit.com
DTSTART;TZID=America/New_York:20220920T100000
DTEND;TZID=America/New_York:20220920T111500
DTSTAMP:20220719T145048Z
CREATED:20220719
LAST-MODIFIED:20220719
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuit-crash-course-12/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-750263dbb2fb8547bdd810ee11a08c7a@satuit.com
DTSTART;TZID=America/New_York:20220913T100000
DTEND;TZID=America/New_York:20220913T113000
DTSTAMP:20220719T144646Z
CREATED:20220719
LAST-MODIFIED:20220719
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-15/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-a2b8a85a29b2d64ad6f47275bf1360c6@satuit.com
DTSTART;TZID=America/New_York:20220906T100000
DTEND;TZID=America/New_York:20220906T111500
DTSTAMP:20220719T143930Z
CREATED:20220719
LAST-MODIFIED:20220719
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:\nThis training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\nTarget Audience: New Users or Users who did not get formal training\n\n
URL:https://satuit.com/t-calendar/satuit-crash-course-11/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e37d015e5d80348a275284efacdb6db5@satuit.com
DTSTART;TZID=America/New_York:20220830T100000
DTEND;TZID=America/New_York:20220830T113000
DTSTAMP:20220523T120919Z
CREATED:20220523
LAST-MODIFIED:20220523
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/import-tools-8/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f316e3fe33f1f754851712c760ab9d48@satuit.com
DTSTART;TZID=America/New_York:20220823T100000
DTEND;TZID=America/New_York:20220823T113000
DTSTAMP:20220523T120918Z
CREATED:20220523
LAST-MODIFIED:20220523
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-14/
CATEGORIES:Admin
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-416e5cf0acb7e553a880b7647903da6e@satuit.com
DTSTART;TZID=America/New_York:20220816T100000
DTEND;TZID=America/New_York:20220816T113000
DTSTAMP:20220523T120918Z
CREATED:20220523
LAST-MODIFIED:20220523
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Best Practices
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-best-practices/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-08808cfb5939be387af3c159b83c6b98@satuit.com
DTSTART;TZID=America/New_York:20220809T100000
DTEND;TZID=America/New_York:20220809T113000
DTSTAMP:20220523T120918Z
CREATED:20220523
LAST-MODIFIED:20220523
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-14/
CATEGORIES:Admin
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5fedcaffc4aba6e57a3563b1c7d60c1d@satuit.com
DTSTART;TZID=America/New_York:20220802T100000
DTEND;TZID=America/New_York:20220802T113000
DTSTAMP:20220523T120917Z
CREATED:20220523
LAST-MODIFIED:20220523
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-10/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-596059d266f32a63144d67628a53db89@satuit.com
DTSTART;TZID=America/New_York:20220726T100000
DTEND;TZID=America/New_York:20220726T113000
DTSTAMP:20220523T120917Z
CREATED:20220523
LAST-MODIFIED:20220523
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Pre-Requisite Trainings: System Configuration & User Management\nExpanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-12/
CATEGORIES:Admin
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-be341249df108cb23c312ae62b6565cd@satuit.com
DTSTART;TZID=America/New_York:20220719T100000
DTEND;TZID=America/New_York:20220719T113000
DTSTAMP:20220523T120917Z
CREATED:20220523
LAST-MODIFIED:20220523
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-9/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5d188b044333b4c62676e0d4f53dade7@satuit.com
DTSTART;TZID=America/New_York:20220712T100000
DTEND;TZID=America/New_York:20220712T113000
DTSTAMP:20220523T120916Z
CREATED:20220523
LAST-MODIFIED:20220523
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-13/
CATEGORIES:Admin
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-bef3c6e0d3b86a587cca64bc4f01d4e2@satuit.com
DTSTART;TZID=America/New_York:20220705T100000
DTEND;TZID=America/New_York:20220705T113000
DTSTAMP:20220523T120916Z
CREATED:20220523
LAST-MODIFIED:20220523
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuit-crash-course-8/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1b9a80606d74d3da6db2f1274557e644@satuit.com
DTSTART;TZID=America/New_York:20220628T100000
DTEND;TZID=America/New_York:20220628T113000
DTSTAMP:20220314T104001Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/import-tools-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-af1c25e88a9e818f809f6b5d18ca02e2@satuit.com
DTSTART;TZID=America/New_York:20220621T100000
DTEND;TZID=America/New_York:20220621T120000
DTSTAMP:20220314T104000Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-13/
CATEGORIES:Admin
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0ae0bdb82228b0a7815175d8b8cd4b80@satuit.com
DTSTART;TZID=America/New_York:20220614T100000
DTEND;TZID=America/New_York:20220614T113000
DTSTAMP:20220314T104000Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuit-crash-course-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1592104031ceaa405b8a103c399e2633@satuit.com
DTSTART;TZID=America/New_York:20220607T100000
DTEND;TZID=America/New_York:20220607T120000
DTSTAMP:20220314T104000Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-12/
CATEGORIES:Admin
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-d367eef13f90793bd8121e2f675f0dc2@satuit.com
DTSTART;TZID=America/New_York:20220531T100000
DTEND;TZID=America/New_York:20220531T113000
DTSTAMP:20220314T103959Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-73f124c77df247a60e1963b8ab5940da@satuit.com
DTSTART;TZID=America/New_York:20220524T100000
DTEND;TZID=America/New_York:20220524T120000
DTSTAMP:20220314T103959Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Pre-Requisite Trainings: System Configuration & User Management\nExpanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-11/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-333943ff8a14617d66ea94ec176fc787@satuit.com
DTSTART;TZID=America/New_York:20220517T100000
DTEND;TZID=America/New_York:20220517T113000
DTSTAMP:20220314T103959Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuit-crash-course-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-77b917da760ab9aeca583fd0bb0e1c67@satuit.com
DTSTART;TZID=America/New_York:20220510T100000
DTEND;TZID=America/New_York:20220510T120000
DTSTAMP:20220314T103959Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-data-management-reporting-11/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-6b3c49bdba5be0d322334e30c459f8bd@satuit.com
DTSTART;TZID=America/New_York:20220503T100000
DTEND;TZID=America/New_York:20220503T113000
DTSTAMP:20220314T103958Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-cfe8504bda37b575c70ee1a8276f3486@satuit.com
DTSTART;TZID=America/New_York:20220426T100000
DTEND;TZID=America/New_York:20220426T113000
DTSTAMP:20220314T103958Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/import-tools-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0660895c22f8a14eb039bfb9beb0778f@satuit.com
DTSTART;TZID=America/New_York:20220419T100000
DTEND;TZID=America/New_York:20220419T113000
DTSTAMP:20220314T103958Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuit-crash-course-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-04b001a2057812f735cbcab76fd44e11@satuit.com
DTSTART;TZID=America/New_York:20220412T100000
DTEND;TZID=America/New_York:20220412T120000
DTSTAMP:20220314T103957Z
CREATED:20220314
LAST-MODIFIED:20220315
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-12/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-338635ee18f8b0f626818a216642c9a4@satuit.com
DTSTART;TZID=America/New_York:20220405T100000
DTEND;TZID=America/New_York:20220405T113000
DTSTAMP:20220314T103957Z
CREATED:20220314
LAST-MODIFIED:20220322
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-fc2022c89b61c76bbef978f1370660bf@satuit.com
DTSTART;TZID=America/New_York:20220329T100000
DTEND;TZID=America/New_York:20220329T120000
DTSTAMP:20211209T093154Z
CREATED:20211209
LAST-MODIFIED:20211217
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:Pre-Requisite Trainings:  Satuit Crash Course, Best Practices\nThis session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-10-849-874-698/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c7b03782920d35145eb4c97556d194a3@satuit.com
DTSTART;TZID=America/New_York:20220322T100000
DTEND;TZID=America/New_York:20220322T120000
DTSTAMP:20211209T093103Z
CREATED:20211209
LAST-MODIFIED:20211217
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:This training focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for opportunity management, document management, vendor management, and private data management.\nPre-Requisite: Satuit Crash Course\n
URL:https://satuit.com/t-calendar/best-practices-7-664-951-827-613-266-158/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-6a83c731660fcc9f14e1ce0b62d45eb9@satuit.com
DTSTART;TZID=America/New_York:20220315T100000
DTEND;TZID=America/New_York:20220315T120000
DTSTAMP:20211209T093013Z
CREATED:20211209
LAST-MODIFIED:20211217
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Pre-Requisite Trainings: Satuit Crash Course, Best Practices\nThis session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\n
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-10-695-807/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-a1a527267c0d33a86382a03c4c721cd2@satuit.com
DTSTART;TZID=America/New_York:20220308T100000
DTEND;TZID=America/New_York:20220308T233000
DTSTAMP:20211209T092917Z
CREATED:20211209
LAST-MODIFIED:20211209
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-424-393-731-790-982/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-588da7a73a2e919a23cb9a419c4c6d44@satuit.com
DTSTART;TZID=America/New_York:20220301T100000
DTEND;TZID=America/New_York:20220301T120000
DTSTAMP:20211209T092756Z
CREATED:20211209
LAST-MODIFIED:20211217
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings:  Satuit Crash Course, Best Practices\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including managing picklists, data dictionaries, the dos and don’ts of making changes to the user interface.\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-11-237-315-203-241/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-27debb435021eb68b3965290b5e24c49@satuit.com
DTSTART;TZID=America/New_York:20220222T100000
DTEND;TZID=America/New_York:20220222T113000
DTSTAMP:20211209T092638Z
CREATED:20211209
LAST-MODIFIED:20211209
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/import-tools-5-351-672-365-641/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-d9437926cc8d785a7bdb8578fd85d8e3@satuit.com
DTSTART;TZID=America/New_York:20220215T100000
DTEND;TZID=America/New_York:20220215T120000
DTSTAMP:20211209T092545Z
CREATED:20211209
LAST-MODIFIED:20211217
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:This training focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for opportunity management, document management, vendor management, and private data management.\nPre-Requisite: Satuit Crash Course\n
URL:https://satuit.com/t-calendar/best-practices-7-664-951-827-613-266/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-220787ad7829c9cbc7e9953cb1c36fb3@satuit.com
DTSTART;TZID=America/New_York:20220208T100000
DTEND;TZID=America/New_York:20220208T120000
DTSTAMP:20211209T092442Z
CREATED:20211209
LAST-MODIFIED:20211217
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:Pre-Requisite Trainings:  Satuit Crash Course, Best Practices\nThis session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-10-849-874/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-cc360b61d7eb072c77a4beddebb3c95b@satuit.com
DTSTART;TZID=America/New_York:20220201T100000
DTEND;TZID=America/New_York:20220201T233000
DTSTAMP:20211209T092343Z
CREATED:20211209
LAST-MODIFIED:20211209
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course-424-393-731-790/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-142536b9b535b78e681c11b0195d962f@satuit.com
DTSTART;TZID=America/New_York:20220125T100000
DTEND;TZID=America/New_York:20220125T120000
DTSTAMP:20211209T092227Z
CREATED:20211209
LAST-MODIFIED:20211217
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings:  Satuit Crash Course, Best Practices\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including managing picklists, data dictionaries, the dos and don’ts of making changes to the user interface.\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-11-237-315-203/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f953ad57910572bd6803da3faaa6e92b@satuit.com
DTSTART;TZID=America/New_York:20220118T100000
DTEND;TZID=America/New_York:20220118T120000
DTSTAMP:20211209T092057Z
CREATED:20211209
LAST-MODIFIED:20211217
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:This training focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for opportunity management, document management, vendor management, and private data management.\nPre-Requisite: Satuit Crash Course\n
URL:https://satuit.com/t-calendar/best-practices-7-664-951-827-613/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-7d91786c01b3931e8d94baf248608979@satuit.com
DTSTART;TZID=America/New_York:20220111T100000
DTEND;TZID=America/New_York:20220111T113000
DTSTAMP:20211209T091753Z
CREATED:20211209
LAST-MODIFIED:20211209
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:This session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n
URL:https://satuit.com/t-calendar/import-tools-5-351-672-365/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-3000311ca56a1cb93397bc676c0b7fff@satuit.com
DTSTART;TZID=America/New_York:20220104T100000
DTEND;TZID=America/New_York:20220104T233000
DTSTAMP:20211209T091627Z
CREATED:20211209
LAST-MODIFIED:20211209
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\nTarget Audience: New Users or Users who did not get formal training.\n
URL:https://satuit.com/t-calendar/satuit-crash-course-424-393-731/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c96e651946818e0787d6296f69549fe1@satuit.com
DTSTART;TZID=America/New_York:20211207T113000
DTEND;TZID=America/New_York:20211207T121500
DTSTAMP:20211130T092200Z
CREATED:20211130
LAST-MODIFIED:20211130
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit – Versoft Integration Webinar
DESCRIPTION:Make great strides towards the elusive client 360-degree view with an integrated data ecosystem at your fingertips within your CRM. The new Satuit + Versoft partnership brings together data from a variety of sources with just one simple integration.\nJoin Jamie Plassmann, SVP Client Success at Satuit Technologies, and Ben Wieber, Technical Consultant at Versoft Consulting Group, as they give a demonstration of the Satuit – Versoft Integration. This integration streamlines and reduces the cost of automating account data updates between SatuitCRM and your data, including portfolio account, billing, and client reporting systems. It eliminates unnecessary steps of gathering data and lets you access all of your important client data directly within your CRM. In this webinar, learn about the specific benefits to your business, saving time and money, while optimizing your data integrity.\n
URL:https://satuit.com/t-calendar/satuit-versoft-integration-webinar/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f862d13454fd267baa5fedfffb200567@satuit.com
DTSTART;TZID=America/New_York:20211221T100000
DTEND;TZID=America/New_York:20211221T120000
DTSTAMP:20210917T173405Z
CREATED:20210917
LAST-MODIFIED:20210917
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:This training focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for opportunity management, document management, vendor management, and private data management.\nPre-Requisites: Satuit Fundamentals; Mastering Saved Views and Home Pages\n
URL:https://satuit.com/t-calendar/best-practices-7-664-951-827/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f9ab16852d455ce9203da64f4fc7f92d@satuit.com
DTSTART;TZID=America/New_York:20211214T100000
DTEND;TZID=America/New_York:20211214T120000
DTSTAMP:20210917T173215Z
CREATED:20210917
LAST-MODIFIED:20211123
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Pre-Requisite Trainings: System Configuration & User Management\nExpanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-10-695/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-2354c276f1c9156f4b97a11a7aa41254@satuit.com
DTSTART;TZID=America/New_York:20211207T100000
DTEND;TZID=America/New_York:20211207T233000
DTSTAMP:20210917T173049Z
CREATED:20210917
LAST-MODIFIED:20210917
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\nTarget Audience: New Users or Users who did not get formal training.\n
URL:https://satuit.com/t-calendar/satuit-crash-course-424-393/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b0b07fecb2354efcdfc9671484b6eaa9@satuit.com
DTSTART;TZID=America/New_York:20211130T100000
DTEND;TZID=America/New_York:20211130T120000
DTSTAMP:20210917T172921Z
CREATED:20210917
LAST-MODIFIED:20211123
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including managing picklists, data dictionaries, the do’s and don’ts of making changes to the user interface.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-11-237-315/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-daad98225feffee70936b5e3b88658c9@satuit.com
DTSTART;TZID=America/New_York:20211123T100000
DTEND;TZID=America/New_York:20211123T113000
DTSTAMP:20210917T172717Z
CREATED:20210917
LAST-MODIFIED:20210917
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:This session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n
URL:https://satuit.com/t-calendar/import-tools-5-351-672/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f8d2e80c1458ea2501f98a2cafadb397@satuit.com
DTSTART;TZID=America/New_York:20211116T100000
DTEND;TZID=America/New_York:20211116T120000
DTSTAMP:20210917T172551Z
CREATED:20210917
LAST-MODIFIED:20210917
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:This training focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for opportunity management, document management, vendor management, and private data management.\nPre-Requisites: Satuit Fundamentals; Mastering Saved Views and Home Pages\n
URL:https://satuit.com/t-calendar/best-practices-7-664-951/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-fe5e7cb609bdbe6d62449d61849c38b0@satuit.com
DTSTART;TZID=America/New_York:20211109T100000
DTEND;TZID=America/New_York:20211109T120000
DTSTAMP:20210917T172427Z
CREATED:20210917
LAST-MODIFIED:20211123
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-data-management-reporting-10-849/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-23937b42f9273974570fb5a56a6652ee@satuit.com
DTSTART;TZID=America/New_York:20211102T100000
DTEND;TZID=America/New_York:20211102T233000
DTSTAMP:20210917T172256Z
CREATED:20210917
LAST-MODIFIED:20210917
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:This training will introduce you to the key functionality of SatuitCRM and the Outlook Add-In. The session will go over the structure of the database, different types of searches, adding and linking records, data management, home page setup, and finding available resources. It will cover Outlook preferences, adding emails, contacts, and appointments, and much more.\nTarget Audience: New Users or Users who did not get formal training.\n
URL:https://satuit.com/t-calendar/satuit-crash-course-424/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b36ed8a07e3cd80ee37138524690eca1@satuit.com
DTSTART;TZID=America/New_York:20211026T100000
DTEND;TZID=America/New_York:20211026T120000
DTSTAMP:20210917T172132Z
CREATED:20210917
LAST-MODIFIED:20210917
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options ( https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form ).\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-11-237/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-815104ed949f9deaf45165c4b8337013@satuit.com
DTSTART;TZID=America/New_York:20211019T100000
DTEND;TZID=America/New_York:20211019T120000
DTSTAMP:20210917T172007Z
CREATED:20210917
LAST-MODIFIED:20210917
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:This training focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for opportunity management, document management, vendor management, and private data management.\nPre-Requisites: Satuit Fundamentals; Mastering Saved Views and Home Pages\n
URL:https://satuit.com/t-calendar/best-practices-7-664/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-73efcfe5fedd98e5b1008f456d2a8197@satuit.com
DTSTART;TZID=America/New_York:20211012T100000
DTEND;TZID=America/New_York:20211012T113000
DTSTAMP:20210917T171822Z
CREATED:20210917
LAST-MODIFIED:20210917
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:This session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n
URL:https://satuit.com/t-calendar/import-tools-5-351/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f06048518ff8de2035363e00710c6a1d@satuit.com
DTSTART;TZID=America/New_York:20211005T100000
DTEND;TZID=America/New_York:20211005T233000
DTSTAMP:20210917T171552Z
CREATED:20210917
LAST-MODIFIED:20210917
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Crash Course
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-crash-course/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-185e48a43c7f63acf74b1bd58827b510@satuit.com
DTSTART;TZID=America/New_York:20210824T110000
DTEND;TZID=America/New_York:20210824T120000
DTSTAMP:20210823T160216Z
CREATED:20210823
LAST-MODIFIED:20210823
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitSIP User Forum
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuitsip-user-forum/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-9afbe998374ca7326d35d84180786096@satuit.com
DTSTART;TZID=America/New_York:20210930T100000
DTEND;TZID=America/New_York:20210930T120000
DTSTAMP:20210729T133419Z
CREATED:20210729
LAST-MODIFIED:20210729
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-10/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-bcc2bdb799f873f02080ae277f291da1@satuit.com
DTSTART;TZID=America/New_York:20210928T100000
DTEND;TZID=America/New_York:20210928T113000
DTSTAMP:20210729T133419Z
CREATED:20210729
LAST-MODIFIED:20210729
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:This session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n
URL:https://satuit.com/t-calendar/import-tools-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e3019767b1b23f82883c9850356b71d6@satuit.com
DTSTART;TZID=America/New_York:20210923T100000
DTEND;TZID=America/New_York:20210923T120000
DTSTAMP:20210729T133418Z
CREATED:20210729
LAST-MODIFIED:20210729
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options ( https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form ).\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-11/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ffa1e107c6469dafa0016703450e26ed@satuit.com
DTSTART;TZID=America/New_York:20210922T100000
DTEND;TZID=America/New_York:20210922T120000
DTSTAMP:20210729T133418Z
CREATED:20210729
LAST-MODIFIED:20210729
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:This session of our New User training program, will expand on the Overview of Advanced Searching Function, How to Create and Manage Saved Views, Home Page Configurations, Custom Searching and Running Reports using Saved View.\nTarget Audience: Novice and Intermediate SatuitCRM Users\n
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-13/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-cb93980bc94a17e36d6de5da28b99785@satuit.com
DTSTART;TZID=America/New_York:20210916T100000
DTEND;TZID=America/New_York:20210916T110000
DTSTAMP:20210729T133418Z
CREATED:20210729
LAST-MODIFIED:20210813
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM v 16.3 Highlights
DESCRIPTION:Join us for an overview of the great new features and enhancements added in the v16.3 release including a vastly improved Outlook Add-in, a complete overhaul of the mobile experience, and expansion on home page administrator functions.\n
URL:https://satuit.com/t-calendar/satuitcrm-v-16-3-highlights-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-80f7325fa857de62fafe85f7a30273cb@satuit.com
DTSTART;TZID=America/New_York:20210915T100000
DTEND;TZID=America/New_York:20210915T113000
DTSTAMP:20210729T133417Z
CREATED:20210729
LAST-MODIFIED:20210729
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-13/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-64986d86a17424eeac96b08a6d519059@satuit.com
DTSTART;TZID=America/New_York:20210909T100000
DTEND;TZID=America/New_York:20210909T130000
DTSTAMP:20210729T133417Z
CREATED:20210729
LAST-MODIFIED:20210729
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-18/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e3a54649aeec04cf1c13907bc6c5c8aa@satuit.com
DTSTART;TZID=America/New_York:20210908T100000
DTEND;TZID=America/New_York:20210908T120000
DTSTAMP:20210729T133417Z
CREATED:20210729
LAST-MODIFIED:20210729
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:
URL:https://satuit.com/t-calendar/best-practices-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f75b757d3459c3e93e98ddab7b903938@satuit.com
DTSTART;TZID=America/New_York:20210831T100000
DTEND;TZID=America/New_York:20210831T120000
DTSTAMP:20210630T130800Z
CREATED:20210630
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-9/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f056bfa71038e04a2400266027c169f9@satuit.com
DTSTART;TZID=America/New_York:20210825T100000
DTEND;TZID=America/New_York:20210825T113000
DTSTAMP:20210630T130800Z
CREATED:20210630
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:This session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n
URL:https://satuit.com/t-calendar/import-tools-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-33cf42b38bbcf1dd6ba6b0f0cd005328@satuit.com
DTSTART;TZID=America/New_York:20210818T100000
DTEND;TZID=America/New_York:20210818T120000
DTSTAMP:20210630T130759Z
CREATED:20210630
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-10/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-8963920e8b402154316d8175fa189112@satuit.com
DTSTART;TZID=America/New_York:20210817T100000
DTEND;TZID=America/New_York:20210817T120000
DTSTAMP:20210630T130759Z
CREATED:20210630
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:This session of our New User training program, will expand on the Overview of Advanced Searching Function, How to Create and Manage Saved Views, Home Page Configurations, Custom Searching and Running Reports using Saved View.\nTarget Audience: Novice and Intermediate SatuitCRM Users\n
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-12/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-4a300d3a0ae99b58b0dfcd3fde526bf5@satuit.com
DTSTART;TZID=America/New_York:20210812T100000
DTEND;TZID=America/New_York:20210812T113000
DTSTAMP:20210630T130759Z
CREATED:20210630
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-12/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ccce2fab7336b8bc8362d115dec2d5a2@satuit.com
DTSTART;TZID=America/New_York:20210810T100000
DTEND;TZID=America/New_York:20210810T120000
DTSTAMP:20210630T130759Z
CREATED:20210630
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options ( https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form ).\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-10/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-10ffbba2ec9025b945acc154f3403aec@satuit.com
DTSTART;TZID=America/New_York:20210805T100000
DTEND;TZID=America/New_York:20210805T120000
DTSTAMP:20210630T130758Z
CREATED:20210630
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:
URL:https://satuit.com/t-calendar/best-practices-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ef2ee09ea9551de88bc11fd7eeea93b0@satuit.com
DTSTART;TZID=America/New_York:20210804T100000
DTEND;TZID=America/New_York:20210804T130000
DTSTAMP:20210630T130758Z
CREATED:20210630
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure & Navigation, Fast Find & Searching, Adding Records, Data Management, Browse Lists, Home Page Setup, and finding available resources (Help Files, Submitting a ticket).\nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-17/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e074a2975740cdf3948cfc063892260e@satuit.com
DTSTART;TZID=America/New_York:20210729T100000
DTEND;TZID=America/New_York:20210729T120000
DTSTAMP:20210624T190800Z
CREATED:20210624
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Pre-Requisite Trainings: System Configuration & User Management\nExpanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course ( https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form ).\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-8/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-2e5ac40b5a02c5a2c35fe028a266aa91@satuit.com
DTSTART;TZID=America/New_York:20210727T100000
DTEND;TZID=America/New_York:20210727T113000
DTSTAMP:20210624T190800Z
CREATED:20210624
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/import-tools-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f5e536083a438cec5b64a4954abc17f1@satuit.com
DTSTART;TZID=America/New_York:20210722T100000
DTEND;TZID=America/New_York:20210722T120000
DTSTAMP:20210624T190800Z
CREATED:20210624
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-11/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5e98d23afe19a774d1b2dcbefd5103eb@satuit.com
DTSTART;TZID=America/New_York:20210720T100000
DTEND;TZID=America/New_York:20210720T120000
DTSTAMP:20210624T190759Z
CREATED:20210624
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-9/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-35b50410da00df8ef6c41f0cb537a9a3@satuit.com
DTSTART;TZID=America/New_York:20210714T100000
DTEND;TZID=America/New_York:20210714T113000
DTSTAMP:20210624T190759Z
CREATED:20210624
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-11/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-6097d8f3714205740f30debe1166744e@satuit.com
DTSTART;TZID=America/New_York:20210713T100000
DTEND;TZID=America/New_York:20210713T120000
DTSTAMP:20210624T190759Z
CREATED:20210624
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-data-management-reporting-9/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-46d045ff5190f6ea93739da6c0aa19bc@satuit.com
DTSTART;TZID=America/New_York:20210708T100000
DTEND;TZID=America/New_York:20210708T120000
DTSTAMP:20210624T190758Z
CREATED:20210624
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:
URL:https://satuit.com/t-calendar/best-practices-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0cddb7c06f1cd518e1efdc0e20b70c31@satuit.com
DTSTART;TZID=America/New_York:20210707T100000
DTEND;TZID=America/New_York:20210707T130000
DTSTAMP:20210624T190758Z
CREATED:20210624
LAST-MODIFIED:20210630
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-16/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-2d36b5821f8affc6868b59dfc9af6c9f@satuit.com
DTSTART;TZID=America/New_York:20210629T100000
DTEND;TZID=America/New_York:20210629T113000
DTSTAMP:20210527T141410Z
CREATED:20210527
LAST-MODIFIED:20210527
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:This session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.\n
URL:https://satuit.com/t-calendar/import-tools-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-eae31887c8969d1bde123982d3d43cd2@satuit.com
DTSTART;TZID=America/New_York:20210623T100000
DTEND;TZID=America/New_York:20210623T120000
DTSTAMP:20210527T141409Z
CREATED:20210527
LAST-MODIFIED:20210527
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-8/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e1ab840a08f6e72d3baf13622bef60ad@satuit.com
DTSTART;TZID=America/New_York:20210616T100000
DTEND;TZID=America/New_York:20210616T120000
DTSTAMP:20210527T141408Z
CREATED:20210527
LAST-MODIFIED:20210527
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:This session of our New User training program, will expand on the Overview of Advanced Searching Function, How to Create and Manage Saved Views, Home Page Configurations, Custom Searching and Running Reports using Saved View.\nTarget Audience: Novice and Intermediate SatuitCRM Users\n
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-10/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-06ccc6fac98a777fce43a972eaca83df@satuit.com
DTSTART;TZID=America/New_York:20210615T100000
DTEND;TZID=America/New_York:20210615T120000
DTSTAMP:20210527T141407Z
CREATED:20210527
LAST-MODIFIED:20210527
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-data-management-reporting-8/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-126c2da128e5b044dc53405c25b4d8de@satuit.com
DTSTART;TZID=America/New_York:20210610T100000
DTEND;TZID=America/New_York:20210610T110000
DTSTAMP:20210527T141406Z
CREATED:20210527
LAST-MODIFIED:20210527
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:This new user training session covers managing your Outlook preferences , adding emails, contacts and appointments using the Outlook, auto-synchronizing calendars & contacts, distributing Satuit call notes via email , and sending emails directly from Satuit.\nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-10/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0baf163c24ed14b515aaf57a9de5501c@satuit.com
DTSTART;TZID=America/New_York:20210608T100000
DTEND;TZID=America/New_York:20210608T120000
DTSTAMP:20210527T141405Z
CREATED:20210527
LAST-MODIFIED:20210527
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:This training focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for opportunity management, document management, vendor management, and private data management.\nPre-Requisites: Satuit Fundamentals; Mastering Saved Views and Home Pages\n
URL:https://satuit.com/t-calendar/best-practices-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f1398d2c9b3610251169157332225c49@satuit.com
DTSTART;TZID=America/New_York:20210603T220000
DTEND;TZID=America/New_York:20210603T130000
DTSTAMP:20210527T141405Z
CREATED:20210527
LAST-MODIFIED:20210527
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure & Navigation, Fast Find & Searching, Adding Records, Data Management, Browse Lists, Home Page Setup, and finding available resources (Help Files, Submitting a ticket).\nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-15/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-8ce8b102d40392a688f8c04b3cd6cae0@satuit.com
DTSTART;TZID=America/New_York:20210602T100000
DTEND;TZID=America/New_York:20210602T120000
DTSTAMP:20210527T141404Z
CREATED:20210527
LAST-MODIFIED:20210527
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Pre-Requisite Trainings: System Configuration & User Management\nExpanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options.  ( https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form )\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-bbb001ba009ed11717eaec9305b2feb6@satuit.com
DTSTART;TZID=America/New_York:20210428T140000
DTEND;TZID=America/New_York:20210428T153000
DTSTAMP:20210308T184324Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/import-tools/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-532b7cbe070a3579f424988a040752f2@satuit.com
DTSTART;TZID=America/New_York:20210422T140000
DTEND;TZID=America/New_York:20210422T160000
DTSTAMP:20210308T184324Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:This session of our New User training program, will expand on the Overview of Advanced Searching Function, How to Create and Manage Saved Views, Home Page Configurations, Custom Searching and Running Reports using Saved View.\nTarget Audience: Novice and Intermediate SatuitCRM Users\n
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-9/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-87f4d79e36d68c3031ccf6c55e9bbd39@satuit.com
DTSTART;TZID=America/New_York:20210420T140000
DTEND;TZID=America/New_York:20210420T160000
DTSTAMP:20210308T184323Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-9e6a921fbc428b5638b3986e365d4f21@satuit.com
DTSTART;TZID=America/New_York:20210415T140000
DTEND;TZID=America/New_York:20210415T160000
DTSTAMP:20210308T184323Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e9fb2eda3d9c55a0d89c98d6c54b5b3e@satuit.com
DTSTART;TZID=America/New_York:20210413T140000
DTEND;TZID=America/New_York:20210413T153000
DTSTAMP:20210308T184322Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:This new user training session covers managing your Outlook preferences , adding emails, contacts and appointments using the Outlook, auto-synchronizing calendars & contacts, distributing Satuit call notes via email , and sending emails directly from Satuit. \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-9/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-d4a897919a124958e699170b2b1dc8f2@satuit.com
DTSTART;TZID=America/New_York:20210407T140000
DTEND;TZID=America/New_York:20210407T170000
DTSTAMP:20210308T184322Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure & Navigation, Fast Find & Searching, Adding Records, Data Management, Browse Lists, Home Page Setup, and finding available resources (Help Files, Submitting a ticket). \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-14/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ffbd6cbb019a1413183c8d08f2929307@satuit.com
DTSTART;TZID=America/New_York:20210330T140000
DTEND;TZID=America/New_York:20210330T160000
DTSTAMP:20210308T184321Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1cfead9959b76ce44a847c850b61c587@satuit.com
DTSTART;TZID=America/New_York:20210324T140000
DTEND;TZID=America/New_York:20210324T160000
DTSTAMP:20210308T184321Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-import-tools-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-4aec1b3435c52abbdf8334ea0e7141e0@satuit.com
DTSTART;TZID=America/New_York:20210323T140000
DTEND;TZID=America/New_York:20210323T160000
DTSTAMP:20210308T184320Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:
URL:https://satuit.com/t-calendar/best-practices-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-37e7897f62e8d91b1ce60515829ca282@satuit.com
DTSTART;TZID=America/New_York:20210318T140000
DTEND;TZID=America/New_York:20210318T150000
DTSTAMP:20210308T184320Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-8/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-75b9b6dc7fe44437c6e0a69fd863dbab@satuit.com
DTSTART;TZID=America/New_York:20210316T140000
DTEND;TZID=America/New_York:20210316T160000
DTSTAMP:20210308T184319Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-96629f1aac6ddb7a7cfa82574b6722d4@satuit.com
DTSTART;TZID=America/New_York:20210311T150000
DTEND;TZID=America/New_York:20210311T170000
DTSTAMP:20210308T184318Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-data-management-reporting-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c5d9256689c43036581f781c61f26e50@satuit.com
DTSTART;TZID=America/New_York:20210310T150000
DTEND;TZID=America/New_York:20210310T160000
DTSTAMP:20210308T184318Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:This new user training session covers managing your Outlook preferences , adding emails, contacts and appointments using the Outlook, auto-synchronizing calendars & contacts, distributing Satuit call notes via email , and sending emails directly from Satuit. \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-8/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-62f91ce9b820a491ee78c108636db089@satuit.com
DTSTART;TZID=America/New_York:20210304T150000
DTEND;TZID=America/New_York:20210304T170000
DTSTAMP:20210308T184318Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure & Navigation, Fast Find & Searching, Adding Records, Data Management, Browse Lists, Home Page Setup, and finding available resources (Help Files, Submitting a ticket). \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-13/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-cc3d69ed781b16bce06687822ae56e6d@satuit.com
DTSTART;TZID=America/New_York:20210302T210000
DTEND;TZID=America/New_York:20210302T214500
DTSTAMP:20210308T184317Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Tips and Tricks for the SatuitCRM Outlook Integration – 2nd Session
DESCRIPTION:
URL:https://satuit.com/t-calendar/tips-and-tricks-for-the-satuitcrm-outlook-integration-2nd-session/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b23f52202479e957b9bada847c1175d7@satuit.com
DTSTART;TZID=America/New_York:20210225T150000
DTEND;TZID=America/New_York:20210225T154500
DTSTAMP:20210308T184316Z
CREATED:20210308
LAST-MODIFIED:20210318
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Tips and Tricks for the SatuitCRM Outlook Integration
DESCRIPTION:
URL:https://satuit.com/t-calendar/tips-and-tricks-for-the-satuitcrm-outlook-integration-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ada5e0b63ef60e2239fa8abdd4aa2f8e@satuit.com
DTSTART;TZID=America/New_York:20210224T150000
DTEND;TZID=America/New_York:20210224T170000
DTSTAMP:20210308T184316Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Pre-Requisite Trainings: System Configuration & User Management\nExpanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-3b5020bb891119b9f5130f1fea9bd773@satuit.com
DTSTART;TZID=America/New_York:20210223T150000
DTEND;TZID=America/New_York:20210223T170000
DTSTAMP:20210308T184315Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:This training focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for opportunity management, document management, vendor management, and private data management.\nPre-Requisites: Satuit Fundamentals; Mastering Saved Views and Home Pages\n
URL:https://satuit.com/t-calendar/best-practices-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-60792d855cd8a912a97711f91a1f155c@satuit.com
DTSTART;TZID=America/New_York:20210217T150000
DTEND;TZID=America/New_York:20210217T160000
DTSTAMP:20210308T184315Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:This session of our New User training program, will expand on the Overview of Advanced Searching Function, How to Create and Manage Saved Views, Home Page Configurations, Custom Searching and Running Reports using Saved View.\nTarget Audience: Novice and Intermediate SatuitCRM Users\n
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-4db0f8b0fc895da263fd77fc8aecabe4@satuit.com
DTSTART;TZID=America/New_York:20210211T150000
DTEND;TZID=America/New_York:20210211T160000
DTSTAMP:20210308T184314Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:This new user training session covers managing your Outlook preferences , adding emails, contacts and appointments using the Outlook, auto-synchronizing calendars & contacts, distributing Satuit call notes via email , and sending emails directly from Satuit. \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-512fc3c5227f637e41437c999a2d3169@satuit.com
DTSTART;TZID=America/New_York:20210209T150000
DTEND;TZID=America/New_York:20210209T170000
DTSTAMP:20210308T184314Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-8004d637b6236202217be3dfcdd8ce59@satuit.com
DTSTART;TZID=America/New_York:20210204T150000
DTEND;TZID=America/New_York:20210204T170000
DTSTAMP:20210308T184313Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-6ad4174eba19ecb5fed17411a34ff5e6@satuit.com
DTSTART;TZID=America/New_York:20210203T150000
DTEND;TZID=America/New_York:20210203T170000
DTSTAMP:20210308T184312Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-12/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-05b8caaf6ba6f4bdb68675ab8b893bda@satuit.com
DTSTART;TZID=America/New_York:20210128T210000
DTEND;TZID=America/New_York:20210128T220000
DTSTAMP:20210308T184312Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Top 20 from 2020
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuitcrm-top-20-from-2020-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-748d6b6ed8e13f857ceaa6cfbdca14b8@satuit.com
DTSTART;TZID=America/New_York:20210127T150000
DTEND;TZID=America/New_York:20210127T170000
DTSTAMP:20210308T184311Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Best Practices
DESCRIPTION:This training focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for opportunity management, document management, vendor management, and private data management.\nPre-Requisites: Satuit Fundamentals; Mastering Saved Views and Home Pages\n
URL:https://satuit.com/t-calendar/best-practices/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ccd2e3eaa5c991ac880991328c8f1463@satuit.com
DTSTART;TZID=America/New_York:20210121T150000
DTEND;TZID=America/New_York:20210121T160000
DTSTAMP:20210308T184311Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Top 20 from 2020
DESCRIPTION:Satuit released many CRM product features/enhancements in 2020. Our team never let up on the work of constantly improving our products and the user experience.\nJoin us to see the top 20 CRM features added in 2020—some are big time savers; some make it easier for you to stay on top of your sales and client engagement, some help reduce clicks.\n
URL:https://satuit.com/t-calendar/satuitcrm-top-20-from-2020/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-dc6a7e655d7e5840e66733e9ee67cc69@satuit.com
DTSTART;TZID=America/New_York:20210119T150000
DTEND;TZID=America/New_York:20210119T160000
DTSTAMP:20210308T184310Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-78bc62d08a9a0b9b0b9c0ad339ef82d3@satuit.com
DTSTART;TZID=America/New_York:20210113T150000
DTEND;TZID=America/New_York:20210113T160000
DTSTAMP:20210308T184309Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:This new user training session covers managing your Outlook preferences , adding emails, contacts and appointments using the Outlook, auto-synchronizing calendars & contacts, distributing Satuit call notes via email , and sending emails directly from Satuit. \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-a081cab429ff7a3b96e0a07319f1049e@satuit.com
DTSTART;TZID=America/New_York:20210105T150000
DTEND;TZID=America/New_York:20210105T170000
DTSTAMP:20210308T184309Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-11/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-2bb0502c80b7432eee4c5847a5fd077b@satuit.com
DTSTART;TZID=America/New_York:20201217T150000
DTEND;TZID=America/New_York:20201217T163000
DTSTAMP:20210308T184308Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:This session of our New User training program, will expand on the Overview of Advanced Searching Function, How to Create and Manage Saved Views, Home Page Configurations, Custom Searching and Running Reports using Saved View.\nTarget Audience: Novice and Intermediate SatuitCRM Users\n
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1706f191d760c78dfcec5012e43b6714@satuit.com
DTSTART;TZID=America/New_York:20201210T150000
DTEND;TZID=America/New_York:20201210T170000
DTSTAMP:20210308T184308Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-d3157f2f0212a80a5d042c127522a2d5@satuit.com
DTSTART;TZID=America/New_York:20201208T150000
DTEND;TZID=America/New_York:20201208T173000
DTSTAMP:20210308T184307Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure & Navigation, Fast Find & Searching, Adding Records, Data Management, Browse Lists, Home Page Setup, and finding available resources (Help Files, Submitting a ticket). \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-10/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f14bc21be7eaeed046fed206a492e652@satuit.com
DTSTART;TZID=America/New_York:20201202T150000
DTEND;TZID=America/New_York:20201202T170000
DTSTAMP:20210308T184306Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Import Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-import-tools-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ce60ff163cab97029cc727e20e0fc3a7@satuit.com
DTSTART;TZID=America/New_York:20201201T150000
DTEND;TZID=America/New_York:20201201T163000
DTSTAMP:20210308T184306Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:This new user training session covers managing your Outlook preferences , adding emails, contacts and appointments using the Outlook, auto-synchronizing calendars & contacts, distributing Satuit call notes via email , and sending emails directly from Satuit. \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-a9986cb066812f440bc2bb6e3c13696c@satuit.com
DTSTART;TZID=America/New_York:20201119T203000
DTEND;TZID=America/New_York:20201119T213000
DTSTAMP:20210308T184305Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Secure Investor Portal Demo
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-secure-investor-portal-demo-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f44ee263952e65b3610b8ba51229d1f9@satuit.com
DTSTART;TZID=America/New_York:20201118T150000
DTEND;TZID=America/New_York:20201118T170000
DTSTAMP:20210308T184305Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Best Practices; Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1091660f3dff84fd648efe31391c5524@satuit.com
DTSTART;TZID=America/New_York:20201117T150000
DTEND;TZID=America/New_York:20201117T154500
DTSTAMP:20210308T184304Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:E-Marketing Tools
DESCRIPTION:
URL:https://satuit.com/t-calendar/e-marketing-tools-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-663fd3c5144fd10bd5ca6611a9a5b92d@satuit.com
DTSTART;TZID=America/New_York:20201112T150000
DTEND;TZID=America/New_York:20201112T170000
DTSTAMP:20210308T184304Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-data-management-reporting-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b6e710870acb098e584277457ba89d68@satuit.com
DTSTART;TZID=America/New_York:20201111T150000
DTEND;TZID=America/New_York:20201111T163000
DTSTAMP:20210308T184303Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:This session of our New User training program, will expand on the Overview of Advanced Searching Function, How to Create and Manage Saved Views, Home Page Configurations, Custom Searching and Running Reports using Saved View.\nTarget Audience: Novice and Intermediate SatuitCRM Users\n
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-a2186aa7c086b46ad4e8bf81e2a3a19b@satuit.com
DTSTART;TZID=America/New_York:20201105T150000
DTEND;TZID=America/New_York:20201105T173000
DTSTAMP:20210308T184302Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure & Navigation, Fast Find & Searching, Adding Records, Data Management, Browse Lists, Home Page Setup, and finding available resources (Help Files, Submitting a ticket). \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-9/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-639d79cc857a6c76c2723b7e014fccb0@satuit.com
DTSTART;TZID=America/New_York:20201104T150000
DTEND;TZID=America/New_York:20201104T170000
DTSTAMP:20210308T184302Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Best Practices
DESCRIPTION:Pre-Requisite Trainings: Satuit Fundamentals; Mastering Saved Views and Home Pages\nThis session focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for portal management, opportunity management, document management, vendor management, and private data management.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-best-practices-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c8cd63e1bf13c5016881652983fb615a@satuit.com
DTSTART;TZID=America/New_York:20201103T150000
DTEND;TZID=America/New_York:20201103T163000
DTSTAMP:20210308T184301Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-be767243ca8f574c740fb4c26cc6dceb@satuit.com
DTSTART;TZID=America/New_York:20201029T140000
DTEND;TZID=America/New_York:20201029T150000
DTSTAMP:20210308T184301Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Time Savers – Tips and Tricks for Using Satuit More Efficiently
DESCRIPTION:Do you find yourself clicking around the Satuit application saying “there has to be a simpler way to do this”? Are you looking to put some time back into your day? If so, there likely is!\nThings you will learn in this webinar:\n– Reducing Clicks with Click to Dial, Click to Email, Filtering Lists, and Multiple Satuit Windows\n– Deeper Insights into your relationships with better reporting your client and prospect engagement\n– Operational efficiencies with automated reporting and integrations\nWe guarantee you will walk away with multiple tips and tricks you can implement right away!\n
URL:https://satuit.com/t-calendar/satuit-time-savers-tips-and-tricks-for-using-satuit-more-efficiently/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-6917ff2a7b53421ff4066020e2d89eec@satuit.com
DTSTART;TZID=America/New_York:20201022T193000
DTEND;TZID=America/New_York:20201022T203000
DTSTAMP:20210308T184300Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Satuit Secure Investor Portal Demo
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuit-secure-investor-portal-demo/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-bb073f2855d769be5bf191f6378f7150@satuit.com
DTSTART;TZID=America/New_York:20201022T140000
DTEND;TZID=America/New_York:20201022T160000
DTSTAMP:20210308T184259Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Pre-Requisite Trainings: System Configuration & User Management\nExpanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-bdb6920adcd0457aa17b53b22963dad9@satuit.com
DTSTART;TZID=America/New_York:20201021T153000
DTEND;TZID=America/New_York:20201021T154500
DTSTAMP:20210308T184259Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:test webinar
DESCRIPTION:
URL:https://satuit.com/t-calendar/test-webinar/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f5496252609c43eb8a3d147ab9b9c006@satuit.com
DTSTART;TZID=America/New_York:20201020T140000
DTEND;TZID=America/New_York:20201020T163000
DTSTAMP:20210308T184258Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure & Navigation, Fast Find & Searching, Adding Records, Data Management, Browse Lists, Home Page Setup, and finding available resources (Help Files, Submitting a ticket). \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-8/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-fedf67d6f3d7341c1c1e8a54774987d3@satuit.com
DTSTART;TZID=America/New_York:20201015T180000
DTEND;TZID=America/New_York:20201015T203000
DTSTAMP:20210308T184257Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure & Navigation, Fast Find & Searching, Adding Records, Data Management, Browse Lists, Home Page Setup, and finding available resources (Help Files, Submitting a ticket). \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-7/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-d8ab1a52f058358b947cdf8261b5e1a2@satuit.com
DTSTART;TZID=America/New_York:20201014T020000
DTEND;TZID=America/New_York:20201014T040000
DTSTAMP:20210308T184257Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Import Tools
DESCRIPTION:Pre-Requisite Trainings: Satuit Fundamentals; Mastering Saved Views and Home Pages\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in Satuit. Typical data sources include Portfolio Accounting, Data Warehouses, e-Marketing, Custodians, and legacy CRM systems.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-import-tools-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-6fec24eac8f18ed793f5eaad3dd7977c@satuit.com
DTSTART;TZID=America/New_York:20201008T140000
DTEND;TZID=America/New_York:20201008T160000
DTSTAMP:20210308T184256Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Best Practices; Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-494ba9ff03bdad881378a6fd4092a6c7@satuit.com
DTSTART;TZID=America/New_York:20201006T140000
DTEND;TZID=America/New_York:20201006T160000
DTSTAMP:20210308T184256Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1bd4b29a8e0afccd9923fe29cecb4b29@satuit.com
DTSTART;TZID=America/New_York:20201001T140000
DTEND;TZID=America/New_York:20201001T153000
DTSTAMP:20210308T184255Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:This new user training session covers managing your Outlook preferences , adding emails, contacts and appointments using the Outlook, auto-synchronizing calendars & contacts, distributing Satuit call notes via email , and sending emails directly from Satuit. \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-1aa057313c28fa4a40c5bc084b11d276@satuit.com
DTSTART;TZID=America/New_York:20200930T140000
DTEND;TZID=America/New_York:20200930T160000
DTSTAMP:20210308T184255Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:Pre-Requisite Trainings: Best Practices\nThis session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-4aa0e93b918848be0b7728b4b1568d8a@satuit.com
DTSTART;TZID=America/New_York:20200929T140000
DTEND;TZID=America/New_York:20200929T163000
DTSTAMP:20210308T184254Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-6/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0a5c79b1eaf15445da252ada718857e9@satuit.com
DTSTART;TZID=America/New_York:20200924T140000
DTEND;TZID=America/New_York:20200924T160000
DTSTAMP:20210308T184253Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Best Practices
DESCRIPTION:Pre-Requisite Trainings: Satuit Fundamentals; Mastering Saved Views and Home Pages\nThis session focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for portal management, opportunity management, document management, vendor management, and private data management.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-best-practices-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-cc431fd7ec4437de061c2577a4603995@satuit.com
DTSTART;TZID=America/New_York:20200922T210000
DTEND;TZID=America/New_York:20200922T233000
DTSTAMP:20210308T184253Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-5/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-3f5ee243547dee91fbd053c1c4a845aa@satuit.com
DTSTART;TZID=America/New_York:20200917T140000
DTEND;TZID=America/New_York:20200917T160000
DTSTAMP:20210308T184252Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:Pre-Requisite Trainings: System Configuration & User Management\nExpanding on the System Configurations training, this session discusses how Workflow and Form Rules are implemented in Satuit and how they can be used to improve data integrity, standardize processes, and improve internal communication of changes within the system.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-workflow-form-rules-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c1502ae5a4d514baec129f72948c266e@satuit.com
DTSTART;TZID=America/New_York:20200916T140000
DTEND;TZID=America/New_York:20200916T150000
DTSTAMP:20210308T184252Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Benefits of Email Marketing
DESCRIPTION:Please join us for this very informative webinar on Top Tips for E-Marketing using SatuitCRM. Lisa from our Client Success team and Nick from Satuit Marketing will be teaming up to show you some really helpful ways to save time managing mail lists and how to help assure that your message gets read.\nIn this webinar you will learn:\n•	The difference between marketing automation and email marketing\n•	Tips for effective marketing messages including A/B testing\n•	How to prepare and manage lists in SatuitCRM\n•	How the integration between Satuit and e-marketing works\n•	Mailing Segmentation\n•	Reducing data silos for improved data management\n•	Measure the effectiveness of your campaigns over time and cross-referencing E-Marketing and CRM data\n
URL:https://satuit.com/t-calendar/benefits-of-email-marketing/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-dc6e224a8d74ce03bf301152d6e33e97@satuit.com
DTSTART;TZID=America/New_York:20200910T140000
DTEND;TZID=America/New_York:20200910T160000
DTSTAMP:20210308T184251Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:This session of our New User training program, will expand on the Overview of Advanced Searching Function, How to Create and Manage Saved Views, Home Page Configurations, Custom Searching and Running Reports using Saved View.\nTarget Audience: Novice and Intermediate SatuitCRM Users\n
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-2836be05e71a8f34902a6e6b37350134@satuit.com
DTSTART;TZID=America/New_York:20200909T140000
DTEND;TZID=America/New_York:20200909T163000
DTSTAMP:20210308T184250Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure & Navigation, Fast Find & Searching, Adding Records, Data Management, Browse Lists, Home Page Setup, and finding available resources (Help Files, Submitting a ticket). \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-4/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-d9b1655c134b831076d6c45620a78c33@satuit.com
DTSTART;TZID=America/New_York:20200908T140000
DTEND;TZID=America/New_York:20200908T160000
DTSTAMP:20210308T184250Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Import Tools
DESCRIPTION:Pre-Requisite Trainings: Satuit Fundamentals; Mastering Saved Views and Home Pages\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in Satuit. Typical data sources include Portfolio Accounting, Data Warehouses, e-Marketing, Custodians, and legacy CRM systems.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-import-tools-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-177540c7bcb8db31697b601642eac8d4@satuit.com
DTSTART;TZID=America/New_York:20200903T140000
DTEND;TZID=America/New_York:20200903T160000
DTSTAMP:20210308T184249Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c1b70d965ca504aa751ddb62ad69c63f@satuit.com
DTSTART;TZID=America/New_York:20200902T140000
DTEND;TZID=America/New_York:20200902T153000
DTSTAMP:20210308T184249Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-f0b1d5879866f2c2eba77f39993d1184@satuit.com
DTSTART;TZID=America/New_York:20200827T180000
DTEND;TZID=America/New_York:20200827T203000
DTSTAMP:20210308T184248Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure & Navigation, Fast Find & Searching, Adding Records, Data Management, Browse Lists, Home Page Setup, and finding available resources (Help Files, Submitting a ticket). \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-3/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ef72d53990bc4805684c9b61fa64a102@satuit.com
DTSTART;TZID=America/New_York:20200820T140000
DTEND;TZID=America/New_York:20200820T160000
DTSTAMP:20210308T184248Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:Pre-Requisite Trainings: Best Practices\nThis session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-4fa177df22864518b2d7818d4db5db2d@satuit.com
DTSTART;TZID=America/New_York:20200818T140000
DTEND;TZID=America/New_York:20200818T144500
DTSTAMP:20210308T184247Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:E-Marketing Tools
DESCRIPTION:This session is designed to show users how to setup their e-marketing integration, upload campaigns to the e-marketing vendor, pull campaign stats back to the CRM, and gain insights into the data available.\n
URL:https://satuit.com/t-calendar/e-marketing-tools/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-5da713a690c067105aeb2fae32403405@satuit.com
DTSTART;TZID=America/New_York:20200813T140000
DTEND;TZID=America/New_York:20200813T160000
DTSTAMP:20210308T184247Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Best Practices
DESCRIPTION:Pre-Requisite Trainings: Satuit Fundamentals; Mastering Saved Views and Home Pages\nThis session focuses on how to get the most from your Satuit application by utilizing its global features such as mass mailings, email templates, private data, search nearby. It also dives into the best practices to promote usage and help your team leverage the full capabilities of Satuit for portal management, opportunity management, document management, vendor management, and private data management.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-best-practices/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-8e489b4966fe8f703b5be647f1cbae63@satuit.com
DTSTART;TZID=America/New_York:20200812T140000
DTEND;TZID=America/New_York:20200812T160000
DTSTAMP:20210308T184246Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Mastering Saved Views and Homepages
DESCRIPTION:This session of our New User training program, will expand on the Overview of Advanced Searching Function, How to Create and Manage Saved Views, Home Page Configurations, Custom Searching and Running Reports using Saved View.\nTarget Audience: Novice and Intermediate SatuitCRM Users\n
URL:https://satuit.com/t-calendar/mastering-saved-views-and-homepages/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-975e6107778ce7a40b9878bfb96a16a7@satuit.com
DTSTART;TZID=America/New_York:20200805T140000
DTEND;TZID=America/New_York:20200805T153000
DTSTAMP:20210308T184246Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Getting the most from SatuitCRM with Outlook Integration
DESCRIPTION:This new user training session covers managing your Outlook preferences , adding emails, contacts and appointments using the Outlook, auto-synchronizing calendars & contacts, distributing Satuit call notes via email , and sending emails directly from Satuit. \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/getting-the-most-from-satuitcrm-with-outlook-integration/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-0ebf197205c00fc6e0aac7261a8c1bdc@satuit.com
DTSTART;TZID=America/New_York:20200804T140000
DTEND;TZID=America/New_York:20200804T160000
DTSTAMP:20210308T184245Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Workflow & Form Rules
DESCRIPTION:
URL:https://satuit.com/t-calendar/admin-workflow-form-rules/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b8af7d0fbf094517781e0382102d7b27@satuit.com
DTSTART;TZID=America/New_York:20200730T140000
DTEND;TZID=America/New_York:20200730T160000
DTSTAMP:20210308T184245Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Import Tools
DESCRIPTION:Pre-Requisite Trainings: Satuit Fundamentals; Mastering Saved Views and Home Pages\nThis session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in Satuit. Typical data sources include Portfolio Accounting, Data Warehouses, e-Marketing, Custodians, and legacy CRM systems.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-import-tools/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-fc325d4b598aaede18b53dca4ecfcb9c@satuit.com
DTSTART;TZID=America/New_York:20200723T140000
DTEND;TZID=America/New_York:20200723T160000
DTSTAMP:20210308T184244Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – System Configuration & User Management
DESCRIPTION:Pre-Requisite Trainings: Best Practices; Data Management & Reporting\nGeared toward IT and business analysts with strong technical skills, this session focuses on the tools offered through the system administrator functions in Satuit including the managing picklists, data dictionary, the do’s and don’ts of making changes to the user interface.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-system-configuration-user-management/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-3fd60983292458bf7dee75f12d5e9e05@satuit.com
DTSTART;TZID=America/New_York:20200722T140000
DTEND;TZID=America/New_York:20200722T160000
DTSTAMP:20210308T184244Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitSIP Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitSIP: Structure & Navigation, Fast Find & Searching, Adding Records, Portal Overview, Document Management, Publishing Documents, and finding available resources (Help Files and Submitting a Ticket).\n
URL:https://satuit.com/t-calendar/satuitsip-fundamentals/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-9922f5774d88b203c4ec0fdd26616899@satuit.com
DTSTART;TZID=America/New_York:20200721T140000
DTEND;TZID=America/New_York:20200721T163000
DTSTAMP:20210308T184243Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure & Navigation, Fast Find & Searching, Adding Records, Data Management, Browse Lists, Home Page Setup, and finding available resources (Help Files, Submitting a ticket). \nTarget Audience: New Users or Users who did not get formal training\n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals-2/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-9023effe3c16b0477df9b93e26d57e2c@satuit.com
DTSTART;TZID=America/New_York:20200715T140000
DTEND;TZID=America/New_York:20200715T160000
DTSTAMP:20210308T184243Z
CREATED:20210308
LAST-MODIFIED:20210308
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Admin – Data Management & Reporting
DESCRIPTION:Pre-Requisite Trainings: Best Practices\nThis session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Best Practices\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\n
URL:https://satuit.com/t-calendar/admin-data-management-reporting/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-ef0d17b3bdb4ee2aa741ba28c7255c53@satuit.com
DTSTART;TZID=America/New_York:20210316T100000
DTEND;TZID=America/New_York:20210316T120000
DTSTAMP:20210303T154203Z
CREATED:20210303
LAST-MODIFIED:20210303
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:System Administrator Training – System Configuration & User Management
DESCRIPTION:
URL:https://satuit.com/t-calendar/system-administrator-training-system-configuration-user-management/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-e6cbc650cd5798a05dfd0f51d14cde5c@satuit.com
DTSTART;TZID=America/New_York:20210311T100000
DTEND;TZID=America/New_York:20210311T120000
DTSTAMP:20210303T153444Z
CREATED:20210303
LAST-MODIFIED:20210303
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:System Administrator Training – Data Management & Reporting
DESCRIPTION:Pre-Requisite Training: Best Practices\nThis session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.\n*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options.\nRequired Webinars to Become a Certified Satuit System Administrator:\n– Data Management & Reporting\n– System Configuration & User Management\n– Import Tools\n– Workflow & Form Rules\nRegistration Form\n
URL:https://satuit.com/t-calendar/system-administrator-training-data-management-reporting/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-531db99cb00833bcd414459069dc7387@satuit.com
DTSTART;TZID=America/New_York:20210310T100000
DTEND;TZID=America/New_York:20210310T110000
DTSTAMP:20210301T225257Z
CREATED:20210301
LAST-MODIFIED:20210301
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Outlook Integration: Getting the most from SatuitCRM
DESCRIPTION:This new user training session covers managing your Outlook preferences, adding emails, contacts and appointments using the Outlook, auto-synchronizing calendars & contacts, distributing Satuit call notes via email, and sending emails directly from Satuit.\nTarget Audience: New Users or Users who did not get formal training\nClick to Register\n
URL:https://satuit.com/t-calendar/outlook-integration-getting-the-most-from-satuitcrm/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-b1c00bcd4b5183705c134b3365f8c45e@satuit.com
DTSTART;TZID=America/New_York:20210304T100000
DTEND;TZID=America/New_York:20210304T120000
DTSTAMP:20210301T222935Z
CREATED:20210301
LAST-MODIFIED:20210301
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:SatuitCRM Fundamentals
DESCRIPTION:This training will introduce you to key functionality of SatuitCRM: Structure \n
URL:https://satuit.com/t-calendar/satuitcrm-fundamentals/
END:VEVENT
BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-c315f0320b7cd4ec85756fac52d78076@satuit.com
DTSTART;TZID=America/New_York:20210302T160000
DTEND;TZID=America/New_York:20210302T170000
DTSTAMP:20210301T222306Z
CREATED:20210301
LAST-MODIFIED:20210301
PRIORITY:5
SEQUENCE:0
TRANSP:OPAQUE
SUMMARY:Tips and Tricks for the SatuitCRM Outlook Integration
DESCRIPTION:Register ( https://satuit.zoom.us/webinar/register/WN_UFEcSp9hR6mQVv48FvZNTA )\n
URL:https://satuit.com/t-calendar/tips-and-tricks-for-the-satuitcrm-outlook-integration/
END:VEVENT
END:VCALENDAR