Thanks for signing up for Organizational Admin Refresher Training! You'll receive an invite shortly with screen share details.
Agenda:
Dashboard overview:
- Tabs
- Statuses, Action Icons
- Downloading records & files
- Messaging
- Merging Duplicates
- Filtering and Exporting
- Managing your Disconnected Tab
- Admin tab (Adding admins manually)
- Accessing records in Auto-archiving