This CRM training covers the following topics:

1. Unanet CRM for Outlook
   1. How to get add-in
   2. Setting up preferences
   3. Searching for existing records (e.g., companies, contacts, leads, opportunities, etc)
   4. Adding new contacts - single click
   5. Associating emails to existing records
   6. Creating new call logs, leads, and opportunities directly from Outlook
2. Unanet CRM on Web Platform
   1. Activities Dashboard 
   2. How to create new call logs
   3. Associations within company records - documents, contacts, call logs, etc
3. Unanet CRM for Mobile
   1. Logging into Mobile app
   2. Basic navigation of the app 
      1. Landing home page
      2. Searching up companies & contacts
      3. Setting up filters