Efficy Basics Training

Efficy Essentials (TRB-01)

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Duration

1 Day
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Paths

All
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Target

Users
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Level

Bubblemaker

The Bubblemaker Level


As a bubblemaker, you will get a chance to take your first breaths in your Efficy CRM solution. You will learn how to use the essential equipment of your CRM solution to feel comfortable with its basic modules and features. This first diving experience will enable you to build the diving toolkit necessary to your evolution.

What do I get out of it?


This hands-on training presents the basic modules of Efficy in order to get you started with the day-to-day work in your Efficy CRM. Learn how to create, manage and edit the main tools of your CRM solution: companies, contacts, projects, agenda, tasks, documents, emails. At the end of the training, you will feel comfortable carrying out basic but key tasks in your Efficy CRM.

You can contact us if you have any question

Learn from our certified dive instructors

Efficy Diving Academy is made up of Efficy experts committed to teaching you how to gain the necessary skills to use your Efficy CRM in an efficient and proactive way. Thanks to them being certified, get subsidies* each time you attend our training sessions.

* those subsidies are available for companies located in Belgium

What Are the Requirements?


Every Efficy user should attend this course. This basic training is essential when it comes to using Efficy on a daily basis. Basic knowledge of Internet usage is required but no prior knowledge of your Efficy CRM.