Trainers’ Resources 3. Access to CRM

 

3. Access to CRM

Our Customer Relationship Management (CRM) System allows you to manage all interactions with our customers.

 
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You can access it here: CRM
 
Please bookmark this page (or keep URL in a safe place).
 

Your ‘CRM login’ will give you access to our ’CRM’. (you have been sent an ‘CRM login’ previously.)
 
Please use the CRM to:

  • arrange training sessions;
  • communicate with our customers
  • enter training notes
  • auto generate invoices

 
Eventually, you will be able to access all of the resources from within your Portal via the ‘Resources Section’ of the CRM, but our IT team have yet to complete this function.


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Top Team who assisted me greatly in obtaining my ADI Licence.

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