My Example CRM

At the top right of the screen, click "?"

From the drop-down menu, choose "<b>Schedule Training"</b>

Complete the questionnaire, if applicable

You will receive an email confirming your session

1. Log in to the CRM
2. At the top right of the screen, click "?"
3. From the drop-down menu, choose "<b>Schedule Training"</b>
4. A new tab will open from Calendly 
5. Choose your training type
6. Choose a time &amp; date
7. Complete the questionnaire, if applicable
8. You will receive an email confirming your session

Schedule a live training session to learn how to use the CRM

How do I schedule a live training session?

Find answers and get help from Intercom Support and Community Experts

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