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.
 

Prospects or clients, contacts are the heart of your business. Capture, view, and update critical contact information with the tools covered in the Contact 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 Contact Management Course
Lesson One: Viewing and Updating Contacts >>
13:37
Lesson Two: Adding Contact Records >>
10:00
Lesson Three: Contact Relationships >>
11:12
Lesson Four: The SmartPad™ >>
11:25
Lesson Five: Business Contacts >>
14:02
After completing CDS Contact Management, continue on to the next course: CDS Activity Management.
Let us know what you think!
Please take a moment to give us some feedback on the CDS Contact Management Course.
Additional Resources
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User Guides and Printable versions of Fast Classes are available in .PDF format.
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