Top Echelon Basic Overview Recording

This video was originally published in February 2018 and shows the legacy user interface. Since then, updates and improvements may have been made, so certain features, layouts, or options may look different now.

This video is a recording of one of our Top Echelon Overview trainings. We cover topics such as:

  • Main Navigation
  • Adding Records
  • Running a Search
  • Recording Activities
  • Using the Pipeline

Top Echelon Basic Overview from Top Echelon on Vimeo.

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