Last updated: 2025-09-19
SmartOffice Orientation It all begins here! SmartOffice Orientation covers everything you will need to know to navigate through SmartOffice and begin using your system.
Take a Shortcut! The 90 Minute Orientation
It only takes 90 minutes to get a solid foundation in SmartOffice basics. These classes will get you up and running quickly! These classes will show you how to import contacts from other applications and provide you with helpful hints to take advantage of the powerful tools available in SmartOffice.
Looking for more instructional videos? Check out our Fast Classes.
Navigating in SmartOffice
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| 4:28 | |
| 5:10 | |
| 6:40 | |
| 5:36 |
Working with Contacts
| 8:16 | |
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| 7:13 | |
| 5:03 | |
| 7:04 | |
| 4:15 |
Managing Calendar Activities
| 9:41 | |
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| 12:19 | |
| 3:34 |
Sending Letters
| 4:37 |
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Running Reports
| 4:07 |
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Continue Your SmartOffice Training
After completing SmartOffice Orientation, you're ready to continue the SmartOffice training program with the Core Courses. Core Courses cover everything from entering new contacts to reporting and filtering.
SmartOffice Core Courses
Reporting and Filtering Course
Additional Module Courses
Policy and Investment Integrations Course