At Crelate, we want to ensure all team members are setup for success. As a result, we have created a one-stop-shop guide with all of the basics to ensure new team members can quickly accelerate their usage of Crelate. We absolutely recommend all users take advantage of our two most recommended options; our Daily Live Monitored Training Sessions and our Crelate Academy Courses. Our Training Sessions that we host every single day offer both a broad overview and targeted content on high value features such as reporting, search, email and more. Make sure you're getting the most our of Crelate by following the below steps.
Additionally, we offer a dedicated Discovery training session to help users master this powerful tool. This session is free, interactive, and includes follow-up support options to ensure comprehensive learning.
**Recommended**
Full quick start Crelate basic training
To maximize your learning experience, we recommend the following training sequence: 1. Start with the New User Quick Start Guide and interactive webinar to build a strong foundation. 2. Attend daily live webinars to gain a broader understanding of core features. 3. Schedule and participate in the Discovery training session for specialized guidance. 4. Utilize follow-up calls and advanced guides as needed for additional support.
Creating new contacts, companies, and jobs
Managing your settings and preferences
Navigating Crelate
What's Next?
Take advantage of our daily webinars to become a master of all things Crelate!
Don't forget to explore the Discovery training session for specialized guidance and take advantage of follow-up support options to deepen your understanding.