Hi IQ Users,

The next Group Training Session will focus on using IQ as a powerful CRM solution...

1. Managing contacts
2. Managing communications with these contacts
3. Adding tasks with and without due dates
4. Using equations to sort actions
5. Filtering / sorting to see current actions to take
6. Meeting notes with @actions, #tags and [[ links to other items
7. Email-merge to send personalized emails (and avoid being treated as spam)

Google Meet – hvx-imkj-brp (google.com)

To prepare for this training session, there are quite a few existing resource one can read:

1. Getting Started
2. Making a grid with columns
3. Writing an outline
4. 1. Grids (Outliner with Columns)
5. 2. Filtering
6. Date Filter toolbar
7. Field Management Dialog - Equations
8. HTML Export Merge Fields and Codes

Thursday, December 5th, 18h00 ET. Open to all users!

Pierre_Admin
IQ Designer

See also Group Training Sessions