Upcoming

Advanced CRM Advise: Views, Dashboards, and Data Tools

Mon, Apr 27, 2026, 9:00 AM – 12:00 PM EDT
UAC, Close Hipp 3rd Floor (in-person only)
Advanced CRM Advise: Views, Dashboards, and Data Tools

Join us for an optional advanced CRM Advise training and workshop.

This session will build on content from the Spring Break trainings and focus on advanced features, including Advanced Find, creating and sharing views, and building dashboards. The first 60 - 90 minutes will be dedicated to structured training, followed by open workshop time where attendees can begin developing views and dashboards with support from the CRM Advise team.

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Contact us

Location

UAC, Close Hipp 3rd Floor (in-person only)