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Best Practices

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.

Pre-Requisites: Satuit Fundamentals; Mastering Saved Views and Home Pages


Dec 21 2021


10:00 am - 12:00 pm