Join us each month for comprehensive training sessions crafted to enhance your expertise and elevate your skills within the Elements platform. Each session will be led by the Salentica Team and feature different discussion topics.

We have carefully curated these sessions for your benefit whether you are a new user learning the system or an existing user brushing up on your skills. Either way, we promise these training sessions are beneficial to you and your firm.

Some sessions are designed for all users, and others are tailored specifically for System Administrators. This strategic division ensures that participants receive content most relevant to their roles. Please consider this when registering.

Be sure to share the invite with your team and bring your questions. We look forward to your active participation!

Use this link to register!

Training Topics & Dates:

January 28th - Introduction to Elements: Basic Navigation & Object Hierarchy

February 25th - User Adoption of Elements

March 25th - Client Lifecycle and New Business

April 29th - Advanced Contact Tracking

May 27th - Introduction to Workflow Manager

June 24th - Workflow Manager for Administrators

July 29th - CRM Customizations for Administrators

August 26th - Data Hygiene in Your CRM

September 30th - Activities & Time and Expense

October 28th - InTouch & Planning for Year-End

November 18th - Advanced Reporting in Elements

December 16th - Managing Addresses in Elements