AIM Product Knowledge - Altvia Learning

How-to Articles / Training:

AIM CRM

Automated Data Management

AIM How-to Articles

DATA MANAGEMENT

How to Leverage Data in AIM

Export Data / Data Import Wizard / Batch Records

INTERACTIONS

Features and Best Practices

Notifications / Logging Events / Accompanying Notes

LIST VIEW

How to Create and Edit a List View

Edit Records / List Mass Emails / Edit Fields

MOBILE AND MULTI-FACTOR AUTHENTICATION

Features and Settings

MFA Setup / Mobile Interactions / Lightning Sync

REPORTING & DASHBOARDS

AIM Reports and Advanced Features

Link Dashboards / Schedule Reports / Track History

TEARSHEETS

Customizable and Printable Reports

Create / Manage

AIM Training

Learn the basic workflows and data model in the AIM CRM. Watch this short how-to module to get started.

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GET STARTED WITH AIM CRM

New User to AIM

Self-paced Training Module

REPORTING

Create Reports in the AIM CRM

Self-paced Training Module

DASHBOARDS

Create Dashboards in the AIM CRM

Self-paced Training Module