Application Training

• User Login and Personal Settings
• Navigating the Classic User Interface
• Navigating Lightning Experience⚡
• Introduction to Chatter
• Accounts and Contacts
• Activities
• Notes
• Introduction to Comments
• Matters
• Matter Participants
• Introduction to Focus Matters
• Introduction to Activity Plans
• Introduction to the Task Checklist⚡
• The Matter Planner
• Timekeeping
• Expense Tracking
• Timekeeping and Expense Tracking Tools
• Introduction to Budgets
• Introduction to Budget Templates
• Files and Content
• Introduction to AdvoLogix Mass Email
• Other Matter Features
• Introduction to Intake Forms
• AdvoDoc Document Assembly
• Date Calculator ⚡
• Global Search
• Reports and Dashboards
• Salesforce Mobile Application
• Extending AdvoLogix