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Admin – Data Management & Reporting

Pre-Requisite Trainings:  Satuit Crash Course, Best Practices

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.

Date

Feb 08 2022
Expired!

Time

America/New_York
10:00 am - 12:00 pm