Zinnia CRM
CRM Solutions for Insurance and Financial Services
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EZ Data Customer Support
Official support for Client Data System ended on December 31, 2011. The support information below remains available as a courtesy to CDS users.
 

Track contact related activities - phone calls, appointments, and projects - in the CDS Calendar. Timed and Untimed activities are also covered in the Activity Management Course.

View the movies in the order presented then log in to the DEMO database in CDS 6 to practice the functionality presented in each lesson.
The CDS Activity Management Course
Lesson One: Calendar Navigation >>
11:10
Lesson Two: Creating a New Activity >>
11:29
Lesson Three: Managing Activities >>
4:54
Lesson Four: Tracked Activities >>
10:46
Lesson Five: Activity Options >>
6:40
After completing CDS Activity Management, continue on to the next course: CDS Contact Correspondence.
Let us know what you think!
Please take a moment to give us some feedback on the CDS Activity Management Course.
Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.
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