Client Resource Management (CRM)
Life Changes uses a platform called AIRTABLE to house the CRM. The CRM is where ALL client data is stored. It is imperative you are familiar with this system and knowledgeable about how to navigate it. If, after viewing these training tutorials, you need additional assistance please go to You Tube and search for Basic Airtable Training. For one-on-one Training, please contact Sandy.
General Airtable Training can be accessed by following the link below. Be sure to enter the User Name and Password to access this training:
User Name: Sandy@LifeChangesInc.org Password: Teamwork2021
For additional general Airtable Training, please take all the free trainings in the Gareth Pronovost site and enter Airtable Tutorial in the YouTube search Bar