| The Activity Tracking Module |
 |
| This course demonstrates how the Activity Tracking Module prompts CDS users to enter activity outcome information when an activity is marked as completed in the CDS Calendar. In addition, the Activity Tracking Module can be used to reschedule missed or postponed appointments. |
|
| The Activity Tracking Module tracks all actions and subsequent activities of a completed activity such as calls placed, appointments scheduled, and sales made. |
|
|
|
| The Activity Tracking Module is an optional module that comes with the Workflow Management Module. This course is a prerequisite to a live web-based Workflow Management training session. If you have completed the Activity Tracking Course and would like to schedule training on the Workflow Management Module, contact the CDS training coordinator, Marlon Urias at (626) 585-3505 ext. 7312 or by e-mail at marlon@ez-data.com. |
|
| Activity Tracking Module Course Companion (printable version) |
| The Course Companion of the Activity Tracking Module course covers the highlights of the Activity Tracking Module course in printable .pdf format. |
|
|
|
|
|
