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Online CRM Training through Lasso UniversityAs part of our LassoU education offerings, Lasso will begin running regularly scheduled CRM training classes. These sessions are ideal for both existing users and those new to an organization who may have missed initial training. The first set is scheduled from February through April, and we will add more sessions in the future.

These 45-minute, live webinars will cover sales and marketing functionality, as well as advanced Sales Representative and Sales Manager training. Information on individual sessions and registration links are below. Register for as many as you’d like!

Sales Representative Training

This course introduces New Lasso Users to the Sales Center. Participants will gain an understanding of Sales Center Home Page elements like Registrant profiles, daily Registrant communication, Registrant activities, Custom Lists, and various standard reports.

Wed, Feb 19, 2014 10:00 AM – 11:00 AM PST

Wed, Mar 5, 2014 10:00 AM – 11:00 AM PST

Wed, Mar 19, 2014 10:00 AM – 11:00 AM PDT

Wed, Apr 2, 2014 10:00 AM – 11:00 AM PDT

Wed, Apr 16, 2014 10:00 AM – 11:00 AM PDT

Sales Representative Advanced Training

Experienced Lasso Users will learn Sales Center Advanced elements such as managing Registrant duplicates, performing advanced queries and searches, personalizing and exporting reports, changing and creating mail settings, and managing address book contacts.

Wed, Feb 26, 2014 10:00 AM – 11:00 AM PST

Wed, Mar 12, 2014 10:00 AM – 11:00 AM PDT

Wed, Mar 26, 2014 10:00 AM – 11:00 AM PDT

Wed, Apr 9, 2014 10:00 AM – 11:00 AM PDT

Wed, Apr 23, 2014 10:00 AM – 11:00 AM PDT

Sales Manager Training

Sales Managers will gain a better understanding of how the Sales Center is used for managing Sales Representatives and the Project database. Includes Sales Center Home Page elements, Sales Representative Lists, Registrants Profile, database analysis, reporting and project analytics.

Thu, Mar 6, 2014 10:00 AM – 11:00 AM PST

Thu, Apr 3, 2014 10:00 AM – 11:00 AM PDT

Marketing Training

This course introduces Lasso Users to Marketing functionality within Lasso CRM. Upon completion, participants will have an understanding of how to send Mass Mail, interpret Mass Mail Reporting, create Email Templates and Self-Serve Registrant Updates (SSRU), create Campaigns and manage Media Spend.

Thu, Mar 27, 2014 10:00 AM – 11:00 AM PDT

Thu, Apr 17, 2014 10:00 AM – 11:00 AM PDT

For additional training resources, visit www.www.lassocrm.com/services-training or contact Lasso’s Education Specialist, Cydney Troope, at 604.214.8567 or cydney@lassocrm.com.

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