Events Management with ProgressCRM

This course also applies to earlier versions of ProgressCRM know simply as Progress.

Why attend?

The ProgressCRM Events Module can be used for a wide variety of events such as conferences, receptions, fundraising dinners, and AGMs. Learn how to make the most of the features in this flexible module and you'll save time on your events administration.

Before attending

You must have purchased the Events module and be familiar with your organisation's business requirements. You will also need to have attended the Introduction to Progress course.

On the day

The course will cover:

  • Creating, updating and amending events
  • Using templates
  • Registering delegates and maintaining attendance history
  • Processing payments and invoicing
  • Printing tickets, letters, and badges
  • Reporting

Ongoing

You will be better equipped to administer your events after attending this course, and understand how you can streamline and automate processes to make more efficient use of your time. Useful courses to attend after this course would be Report Writer or Using ProgressCRM with Excel.

Reviews

"Very good introduction to the events module."