Eagle CRM: Getting Started - eLearning

Getting Started is the first session of our Eagle eLearning courses.  This course is designed for new users, primarily focusing on basic navigation and setting up your Account. It is recommended that those new to Eagle complete this course before attempting other courses.

At the end of this course, you will be able to:

• Log into your Eagle account
• Understand and navigate the side menu
• Update your account details 
• Setup default permissions
• Setup Eagle on your mobile device
• Setup your new users
• Connect your mailbox to Eagle
• Create custom fields to use 
• Setup your templates
• Setup you integrations
• Access further help in your Eagle account

Duration: 1 hour approximately