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Self study cpe
ResultsCRM: Leveraging the Contact "Standard Search"

RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)0.5 hours
CPE Credits 0.5 hours
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateAugust 23, 2018
Date OfferedSeptember 20, 2018
Expiration DateSeptember 20, 2019
Course Description

In this webinar we will go each of the available Standard Search options and provide examples of how to use them.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Not logged
Review Questions
Review Questions
QUESTION 1: 00:15 minutes
QUESTION 2: 00:27 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Linkedin

Sam Saab

Results CRM
Founder, EVP of Product, ResultsCRM
nsaab@results-software.com

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With over 30 years of experience in Information Technology consulting and software development, Sam is a recognized pioneer in the Customer Relationship Management (CRM) industry as well as a thought leader in Business Information Management technologies. In 2002, he developed and launched Results CRM—an award-winning integrated business solution that helps organizations centralize their data, streamline their operations and improve their business relationships. Sam is a national speaker and published author on CRM and Business Information Management, and he currently resides in the Washington D.C. metro area with his wife and their two children.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Abacusnext2
As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit AbacusNext.com.