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Identify prospects, track activities, and find opportunities to connect with clients through data mining with Filters, Sets, and Dynamic Reports.
View the movies in the order presented then log in to SmartOffice to practice the functionality presented in each lesson.
The SmartOffice Data Mining Course
Lesson One: Data Mining Basics >>
Lesson Two: Building Filters >>
Lesson Three: Working with Sets >>
Lesson Four: Running Dynamic Reports >>
The Data Mining course is the final course in SmartOffice base system training. You can learn how to use advanced tools and techniques in SmartOffice Fast Classes. The Fast Class library contains training on everything from creating labels for holiday mailings to creating dynamic reports that will help you market LTC policies.
Let us know what you think!
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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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