Check out the latest additions to your library of educational resources and upcoming learning opportunities from Momentus Enterprise Education Services!

• Upcoming Live Training Opportunities
• Learning Center Updates
• Featured Knowledge Base Articles

Be sure to visit the Education Services Announcements frequently or “Follow” the page to have updates sent directly to your inbox!

Upcoming Live Training Opportunities

Webinar: Manage and Maintain Your Enterprise CRM (Global)
March 20 & 21, 2024

Clean CRM data is a precious resource for all organizations running Events and Venues. Without proper management and maintenance, CRM data can often become inaccurate and difficult to use due to incomplete entries, account duplication or out-of-date contact information. 

In this free webinar, we will walk you through our CRM Best Practice tips and tricks, and review the system’s built-in tools to help you develop smart CRM processes and efficient CRM maintenance.

Click Here to Register

COMING SOON

• Webinar: Campaigns
• Webinar: Sales Goals
• Office Hours: Financials

Bookmark or follow the Upcoming Live Training Opportunities page to receive alerts when new courses are announced!

Learning Center Updates

New Learning Path:  Registrants and Functions

In this Learning Path, you will continue your journey through Enterprise Registration functionalities with the following courses:

• Registrant Type Basics- An introductory look at Registrant Types and their basic functions. Topics in this course include multiple vs. single registrant types, adding registrant types to a registration setup, adding pricing to registrant types, and adding notes to registrant types.
• Registration Functions- A general overview of what Registration Functions are, how they differ from Event Functions, how they're created, and some of their simpler features.
• Registrant Type Dependencies- An overview of Registrant Type Dependencies including adding registrant types to functions, setting capacities and waitlists, as well as adding pricing to a function per registrant type.
• Registration Capacities- An overview of Registration Capacities including capacity types, function capacities, function item capacities, merchandise capacities, and more.
• Registration Waitlists- An overview of Registration Waitlists including an overview of waitlists, setting up waitlists, adding waitlists to registrant types, functions, and merchandise, as well as promoting registrations from a waitlist.
• Registrant Profiles- Learn how to set up and use Registrant Profile Fields such as Allergies, Medications, Behavioral and Medical Conditions, as well as Registrant Contacts.

After completing this learning path, test your knowledge and understanding of the concepts with the Registrant and Functions Assessment.

To view all featured Learning Center content, visit the Learning Center Spotlight page!

Featured Knowledge Base Articles

• Fixed Assets Configuration (NEW)
• Fixed Asset Processes (NEW)
• Configure Operations Tasks (NEW)

For a full list of Knowledge Base updates this month, check out the Knowledge Base Update Log - January 2024.

Bookmark or follow the Featured Support Articles page to receive alerts on featured Knowledge Base Content!