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akoyaGO CRM Navigation
 
akoyaGO CRM Navigation for beginners. Learn how to search, utilize fields, create personal views, bulk edit records, and manage activities in the CRM.

View the EMPOWERED session PowerPoint below as an attached PDF.
 
 
Utilizing Search Fields/ Dataverse Search vs. Quick Search
 
 
 
 
 
Bulk Editing Records
 
 
 
 
 
Creating Activities and Assigning Tasks
 
Keywords: CRM Navigation, navigating akoyaGO, video, Empowered, Dataverse search, quick search, look up fields, open record set, personal views, bulk edit, activity management, assign activities to colleagues, view activities

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