HomeRetention ManagerTrainingOnline Tutorial and Webinar

17.1. Online Tutorial and Webinar

Retention Manager Tutorial

This tutorial is three hours in length with an index navigation.  It has navigation tools for pausing and repeating portions of the tutorial.

Getting the Most from Retention Manager

This is a webinar presented by Donald Skupsky, JD, CRM, FAI discussing tips and tricks for using various advanced features of the Retention Manager software.  It is divided in sections and is one hour in length.

Please click here to download a PDF version of this presentation.

Below are webinar chapters.  We suggest viewing the videos sequentially.  Please note that each video opens in a new window.

  1. Introduction video
  2. User Records
  3. Legal Research
  4. Audit History
  5. Updates
  6. Data Protection


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