Client Success Specialist, Tempest

Dino Velagic

On The Agenda
CRM Training

Training Session: iDSS Fundamentals

Wednesday, May 13th (Day 1)
3:00 PM - 3:45 PM

Grand 6
Master the essentials of iDSS in this entry-level training. Learn how to manage Accounts and Contacts, track Activities, and use Dashboard widgets to transform CRM data into smarter workflows and better decisions.

CRM Training

iDSS Reporting Lab

Friday, May 15th (Day 3)
10:15 AM - 11:00 AM

Grand 6
Learn to build custom reports that surface insights across sales, partnerships, services, and events. Includes walkthroughs of GroupPace, STLY, and other key reports to support strategic decisions.