Training

We’re here to help ensure your success with Cosential.

We built Cosential to be intuitive and easy to learn and master. Within an hour or less, our users can master the skills needed to transform their business.

Web-Based Training

Web-Based Training

One-on-one screen sharing and real-time guidance.

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Webinar Training

Client Webinar Series

Empowering users to make the most of Cosential.

New Users | Advanced Users

On-Site Training

On-Site Training

Face-to-face training sessions available.

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Client Webinar Series

NEW: Cosential for Outlook

This webinar will cover:

  • Creating leads
  • Associating emails
  • Accessing Cosential from Outlook
  • Enriching Cosential Records
  • Q&A

Presented by: Dianna Lovelace, Senior Implementation Specialist, Cosential
Date: Tuesday, May 21, 2019
Time: 9am PT / 12pm ET
Duration: 30 Minutes

Upcoming Webinars


New Features and Configurations
Tuesday, May 28, 2019

Client Beginner Roundtables

Using Grids

Date: Wednesday, April 17, 2019
Time:
9am PT / 12pm ET
Duration: 30 Minutes

Upcoming Events

Projects
Wednesday, April 24, 2019

Reporting
Wednesday, May 1, 2019

Companies & Contacts
Wednesday, May 15, 2019

Opportunities – OnCall vs Teamed
Wednesday, May 22, 2019

 

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Implementation Support

Become a CRM master by learning from
the masters of CRM.

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