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Inteum Administrator Online Certification Course

We are excited to offer our 2019 Inteum Administrator Online Certification Course. For office administrators and Inteum power users, you will learn the key administrative functions of Inteum as we dive right into System Settings and the Admin Console.

When you sign up for this administrator course, you will be assigned a class mentor (an Inteum account manager) to help guide you through the curriculum. You will be responsible for weekly coursework, which will be reviewed and graded by your mentor.

The curriculum has been carefully curated in order to build the solid foundation you will need to effectively administer your Inteum software with confidence and ease. You will learn how to set up and manage security groups, manage user access rights, create user defined fields and Sentinel rules, as well as tackle the most complicated data tasks.

Course Details

  • Inteum Administrator Online Certification Course
  • Weekly recorded sessions accessible online, anytime at your convenience, from October 14 through November 1
  • Online course access through the Inteum Central Course Portal
  • $725 USD per person – space is limited to 20 participants

Course Schedule and Curriculum
 
Week 1 — Users and Security Groups

  • Manage Users
 User Record
 Logged In Users

  • Security Groups
 Setting Up a Security Group
 Manually Setting the Security for a Group
 Assigning Users to a Security Group

Week 2 — User Defined Fields and Sentinel

  • User Defined Fields
 Creating a UDF
 Creating a UDF List
 Placement of a UDF on an Inteum record

  • Sentinel Notification System
 Creating a Sentinel Rule

Week 3 — Exporting and updating data, Condensing records (Companies and Contacts)

  • Importing & Exporting Data
 Importing Data using an Excel Template
 Exporting Data from Inteum
 Updating Data in Inteum from an Excel file

  • Other Administration Tools
 Condensing Contact and Company records
 Record Audit
 Updating Inteum

Participants in this intensive three-week course will be accessing both Inteum Web and the Inteum Admin Console using our course demo system.
 
Please contact Nick Tallamy with any questions or concerns regarding content and Ruth Benson for registration questions.
 
 
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