The May 2022 Webinar Forum covers the following topics: 

1. New Opportunity Form (01:20)
   1. Myriad of ways to enter new opportunities
   2. Jumping to required fields
   3. Displaying tool tips
   4. Using search function
   5. Shrinking sections
   6. Parity between Outlook and Web
2. Pipeline View in Web (06:10)
   1. Opportunity Grid (All Division Opps) vs. My Pipeline View (Your Opps)
   2. Use Cases & Functionality
   3. Setting up your preferences
3. Unanet CRM for Mobile (14:50)
   1. Downloading Unanet CRM Mobile app. Refer to this guide for help.
   2. New custom filters in opportunities
   3. Associations within company records
4. Opportunity Records and Grid Update (20:30)
   1. Similar Fields - Description, Next Action, Comments, Notes, Time-Stamped Notes
   2. Coming Future - next action and comment fields will be turned off and existing data will be merged into time-stamped notes.
5. Q&A (23:30)
   1. Where can I access the recorded Cosential trainings?
   2. What is the best way to set up Controlling-Sub jobs?
   3. Regarding the project data audit, is "Resume Description" a mandatory field?
   4. What is the difference between closing and deleting Leads?
   5. Job Department is the only Firm Org required field. Division and Office field entries are not required as they are automatically populated based on what Job Department is selected.