To schedule a LIVE training session for help with the CRM, follow the instructions below.
Log in to the CRM
At the top right, there is an icon with a "?"
Click the "?"
From the options, click "Schedule Live Training Session"
A new tab will open to Calendly
Select from the drop-down what session you'd like to schedule
Pick a time and date
Complete form questions
You're all set! You will receive an email confirming the session.