Create a Community Education Session

Creating a Community Education Session allows you to record data from completed activities (eg. the duration, location, and number of attendees).

Instructions

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

 

Step 2.  Locate the relevant community education activity for which the new session is associated.

 

Step 3. Scroll down to the Sessions sub-panel and click the Create button.

Community Education Session

The following screen should be visible:

Community Education Session

 

Step 4. Complete the required fields

Completed Community Education Session

 

Step 5.  Click Save at the bottom of the sub-panel.

 

Step 6. The new session should now be visible in the Sessions sub-panel

Saved Community Education Session

 

 

Next Steps

Further information

For further information, refer to the following articles:

Updated on March 19, 2020

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