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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.
 
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.
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.
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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