What you will learn - and why
This orientation covers important topics such as what training is available,
how to get help from Tigerpaw, reporting problems, using the Tigerpaw website, accessing the
knowledge base, interacting with the online forums, and
using the sample database to learn new functions. Specific emphasis is placed
on what is available at your desktop including attaching to your desktop sample
database, personalizing your settings, and building your custom dictionary.
This course is recommended for every user of Tigerpaw
CRM+ software and should be completed prior to attendance in other courses. Each
new Tigerpaw user will realize immediate productivity benefits by attending
this course.
View On Demand classes
Lecture Titles - Class 1
- What is installed on your workstation (start menu)
- What
training
is available from Tigerpaw
- Exploring the
help menu in Tigerpaw
- How to
get
help
from Tigerpaw
- Using the
Tigerpaw
website
- How to register
for and use the
Tigerpaw
forums
- Effective use of the
knowledge
base
- Understanding Tigerpaw
Extended
Technical Support
- Reviewing pre-recorded
web-based videos
- Attending
web-based interactive
training
sessions
- Setting up personalized parameters using the
sample database
- Using the sample database to learn basic functions
- Navigating the Tigerpaw database (searching, filtering, and using list
views)
- Quick overview of the modules in Tigerpaw
- Understanding the
PRIME©
program
- Understanding
Tigerpaw University
-
Registering
for Tigerpaw University courses
Assignment: Using the sample database, perform
these basic functions:
add an account and contact, schedule a follow-up, review your calendar and
task list, simulate a follow-up, and update the account journal. Send an email,
link a document, and schedule an activity.
