Basic Communications Training covers the essentials of Communications from your CRM. In this course, you’ll learn how to use and manage Campaigns effectively, and will learn about Mass Email and Mail Merge, and how to develop Templates with Merge Fields for Mass Communications.
Mass Email from List View/Campaign
Mail Merge – Templates, Lists, Mailing Labels.
Campaigns and Campaign Membership, Membership Status and values, Mass update Campaign, adding Campaign Members.
- Mass Email from List Views & Campaigns
- Mail Merge – Templates, Lists and Labels
- Campaigns and Campaign Membership – Membership Status and values, Mass update
- Campaign, Views and Reports to add Campaign members