Welcome to the SmartOffice family of users! |
Soon you will be using the most advanced online Customer Relationship Management solution available. To make the process as easy as possible, we’ve assembled everything you will need to start using this powerful
application.
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Implementation
Complete the steps outlined in the SmartOffice Online Implementation Guide provided to you by your sales representative. If you have not yet spoken to a sales representative, please call (800) 777-9188. |
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Getting Started
While the implementation process is underway, download the Getting Started Guide to familiarize yourself with the basics of SmartOffice.
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SmartOffice Orientation
After implementation, you'll want to take advantage of SmartOffice training beginning with the first course, SmartOffice Orientation. |
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Core Courses
After completing SmartOffice Orientation, you're ready to continue the SmartOffice training program with the Core Courses. Core Courses cover everything from entering new contacts to data mining. |
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The SmartOffice Core Courses: |
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Fast Classes
Every other week a new Fast Class will be published on the SmartOffice Training and Support home page. Fast Classes spotlight advanced tools and functionality. |
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Live Training Options
In addition to online training solutions, E-Z Data offers live training with SmartOffice specialists. Live training can be customized for a 'tailored fit' for the needs of you and your organization. |
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Support
Should the need arise, support reps are standing by to help. |
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