Create a Community Education Activity

Creating a Community Education Activity allows you to capture information about offered programs.

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

 

Step 2. Select Community Education from the top menu.

 

Step 3. Select the Create Community Education option from the Shortcuts list located on the left-hand side of the page.

 

Step 4. Complete the required fields

 

Step 5. Click Save

Once saved, a new activity page will open for the new activity, with various sub-panels.

• Add a Regular Attendee – Community Education
• Create a Community Education Session

Further information

For further information, refer to the following articles:

• Community Education Overview
• Create a Community Education Session
• Add a Document
• Session Attendance – Demographics
• Session Attendance – Named Attendee