Course curriculum

  • 1

    Customizing your Membrain Environment

    • Brand Center (Branding, Fonts, Centralized Email Signature)

    • General Defaults (Language, timezones, time format, fiscal year)

    • Currencies (Primary and secondary currency setup)
  • 2

    Managing and Saving Activities

    • Activity Types

    • Auto-Save your Emails

    • Auto-Relate your Activities to your Projects
  • 3

    Setting up Productivity and Collaboration tools

    • Setting up with the Calendar Sync

    • Setting up the Email Integration
  • 4

    Dashboards

    • Creating and Managing Dashboards

    • Working with Dashboards

    • Live Dashboards

    • Dashboard Administration
  • 5

    Membrain Meet

    • Personalizing your Membrain Meet

    • Meet Pages

    • Meet Page Styles