- Public courses
- Bespoke courses
- Events Management with ProgressCRM
- Fundraising Management with ProgressCRM
- Introduction To ProgressCRM
- Managing Income with ProgressCRM
- Membership Management with ProgressCRM
- ProgressCRM Query
- ProgressCRM Systems Administration
- Report Writer Level 1
- Report Writer Level 2
- Using ProgressCRM with Word
This course also covers earlier versions of ProgressCRM just known as Progress.
Why attend?
Although ProgressCRM is easy to use and is designed to have a familiar look and feel, there is still a need for training to get to grips with what ProgressCRM can do and how. This course has been designed to take new users through the screens and functions in ProgressCRM so that they can successfully input data and extract information.
Before attending
This should be the first course you attend so we won't assume any previous knowledge of ProgressCRM. It will help if you have an understanding of your organisation's business and database requirements.
On the day
This course will cover the following:
- The structure of ProgressCRM and format of screens
- How to search and query for information
- How to use the Contact Management functionality
- How to produce Information Views
- How to run reports
Ongoing
After attending this course you will have a better idea of how ProgressCRM works and how you can be more efficient in your job. It's a great basis for you to build on with other courses, so you might like to consider attending a course specific to your job role such as Fundraising, Membership, Events or Financial Management, or a report writing course.
Reviews
"I had no idea Progress was so powerful. A good introduction, now we've got some internal issues to work through!"
"Very useful, I could have spent a full week! Lots to go away and practice."
"As a first time user of Progress I found this course extremely helpful and thorough. Thanks!"
