Efficy CRM Templates Module Training

Templates Module (TRO-01)

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Duration

1/2 Day
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Helpdesk

Sales
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Target

Users
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Level

OpenWater

The OpenWater Level


There is always something exciting about exploring deeper dive places. Whatever it is that stimulates your interest, Efficy Diving Academy has the right training course. As an open water diver, you will specialize in your Efficy CRM with advanced techniques.

What do I get out of it?


During this hands-on training, discover how to create Document- and E-mail Templates in MS-Office, how to use and share them among your colleagues in order to ensure automated company communication. Templates are very useful when you need to create customer invoices, offers or when you have a recurring email model you would like all employees use when then send an e-mail to your customers. With this training you bring homogeneity within your company.

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

Who Should Attend?


All users who need to create or handle standardized documents and email templates. Basic knowledge of MS-Word, MS-Excel and MS-Outlook is necessary. You shall also have a few months of experience with Efficy given that, to make the most of this training, knowledge of the Efficy database fields and data model is essential.