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Self-Paced Online Learning Duration: 20-30 minutes

Interactive Online Training Session Duration: 30 minutes        

Target Staff/Departments: Management

 

This training module will take users through how to create Dynamic Customer Classifications and use them for marketing and reporting.

 

This training module will cover

Creating Dynamic Customer Classifications

Filtering reports by Dynamic Customer Classifications

 

 

The below videos are required to be watched prior to your online training session

Creating Dynamic Customer Classifications



 

 

The below User Guide topics are required to be read prior to your online training session

Customer Class Definition Examples

 

Additional Training Resources

Customer Class Definition Maintenance

  

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