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We are excited you are interested in a Backstop Client Experience Team 1x1 Education Session. We offer two types of individual/group web based trainings, please take a few moments to fill out the registration form and a representative will be in contact shortly to schedule your session. Backstop Basics Overview Are you new to Backstop? Are you looking for a refresher on the basics? Do you have a colleague who will be joining your team and will need to get trained on Backstop? Backstop Education provides a 1 hour web based session to all new users at no additional cost! You will just need to have valid login credentials and fill out the brief form below, and an Education Team member will be in touch to schedule the session.
Knowledge Pass Sessions are designed to provide intermediate/advanced training on core features in Backstop, and can be scheduled every day Monday through Friday. Each online session, hosted by a Backstop expert, will provide an in-depth overview of one of the following features/functions: Client Defined Entities, Views and Layouts, Uploads, Report Builder, Opportunities and Pipeline Tracking, Activity Management (including the Backstop for Outlook), the Email Center, the Excel Toolkit, and more. Training on other topics is available; please indicate your interest on the registration form, and we will do our best to accommodate your request.