Training Resources

Watch our training and webinar videos to help guide you through the basics. The video demonstrations allow you to understand important skills easily.

• CM General User Guide

Webinars

• The 'Hidden' Features of Search
• Understanding Inbound Email
• Utilising the Dynamic Import Tool
• Optimising Your Users, Teams, and Projects
• Exploring Version 2.0 of eComms
• Email Communications V2 Webinar
• Reporting Showcase: Insights Builder, Report Templates, Scheduled Reporting and More!

Training Videos

• Logging In - Training Video
• Searching Your Database - Training Video
• Search Views - Training Video
• Adding a Stakeholder - Training Video
• General Workflow - Training Video
• Inbound Email - Training Video
• Actions Overview - Training video
• Reporting Overview - Training Video