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TeamVisual Training

Standard training course for up to 5 remote users from one company

The course includes the following "Key" elements:

  • The course is run using unique data from the organisation
  • Adding/Editing data to Organisations/Contacts/Activities/Projects/Documents
  • Filter of data
  • Reports/Graphs
  • Data transfer
  • Viewing transaction data

Day delegate course for Delegates from different companies

The course includes the following "Key" elements:

  • Course is run using sample data
  • Adding/Editing data to Organisations/Contacts/Activities/Projects/Documents
  • Filter of data
  • Reports/Graphs
  • Data transfer
  • Viewing transaction data

Administrator 2 day training course

The course is designed specifically for system administrators and includes the following elements:

  • Creating criteria sets
  • The import/Export of data
  • Complex Graphs/Crystal Reports
  • Favourite criteria sets
  • Global Update
  • De-duplication
  • Setting up transactions

Marketing Course

The course is designed for marketing professionals and includes the following elements:

  • Running a marketing campaign using TeamVisual
  • Exporting data into "Mapping Software"
  • Producing Reports/Graphs on Marketing campaigns

Download TeamVisual Training Brochure
TeamVisual Training Brochure
(136 KB)

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