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Quick Reference Card: Getting Started Checklist

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Quick Reference Card: Getting Started Checklist

Getting Started Checklist Download

← Previous Lesson

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Introduction to the Platform Manager Certification and Course Player Navigation

List Structure Concept Overview

Reference Fields Key Concepts Overview

Practice Exercises and Instructions

What is Intapp CRM?

How does Intapp CRM Work? Part 1

How does Intapp CRM work? Part 2

Entering data into Intapp CRM - Entry Form

Entering data into Intapp CRM - Edit grid and bulk entry

How to edit existing entries

How to find information in Intapp CRM

Saving an entry as a favorite

Sync emails from Outlook

Sync Outlook events

Bulk sync Outlook events

What notifications does Intapp CRM offer?

Getting started with Intapp mobile

Quick reference card: Intapp CRM web portal

Quick Reference Card: Getting Started Checklist

Intapp CRM Basics: Review Exercise

Intapp CRM Basics: Reflection Exercise

Intapp CRM Basics: Quiz

Overview of Bulk Edit and Entry Options

Quickly Update a Subset of Entries in the Edit Grid

Filtering Before Bulk Editing Entries

Filtering Within the Edit Grid for Entries with Fields Missing Values

Tips on Bulk Edit and Overview of Shortcuts and Manual Override Icons

Using a Spreadsheet to Update Existing Values Part 1

Using a Spreadsheet to Update Existing Values Part 2

Using a Spreadsheet to Update Existing Values Part 3

Using a Spreadsheet to Update Existing Values Part 4

« ‹ › » page 1 / 5

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