The “Getting Started” course is designed to help you with the initial Acquaint setup. When you first log into your new Acquaint CRM, it’s a clean slate. But after a bit of work, it will become your best multi-functional tool.
Each section of this course has its learning goals. This is the most reliable way to measure your progress and at the same time those are the little practice tasks that we would like you to accomplish. If you are not a new Acquaint customer and the database you have at hand is the live one, you can practice most of the tasks on our Demo database. We will give you the login details as soon as you let us know.
When you have finished this course, you will have a solid foundation for other job-specific Acquaint skills that you will learn in the next three courses.
Curriculum
- 6 Sections
- 22 Lessons
- Lifetime
- Getting Acquaint InstalledLearning goals: you can get into Acquaint, send an email from Acquaint, your diary appointments entered in Acquaint show up in the calendar on your phone.6
- Adding Company Settings into AcquaintLearning goals: you have added the basic information about your company into Acquaint.4
- Adding New Users into AcquaintLearning goals: your employees are set up on Acquaint, know their username and password, and can get in.3
- Getting Your Database Up-to-DateLearning goals: you have added your vendors, landlords, and their properties into Acquaint. Advanced learning outcomes: you have set up your existing tenancies on Acquaint.5
- Course Assessment1
- Additional videos4
