Enrollment Management CRM Training

Spring semester training sessions conclude on April 18. There will be a pause in training session availability to allow for updates and project completion. Live sessions and 1:1 coaching sessions will resume in July 2024.

Welcome! We are happy you are here. Thank you for your interest in building your skills within the Enrollment Management CRM (Salesforce/TargetX). In Summer 2023, our team revised the way we thought about training, developing tracks by user role and offering more self-directed skill building opportunities.

Our team sought the help from skilled users in each group to inform the common competencies that guide these sessions. All new users are encouraged to enroll in our Level 1 sessions to build the shared competencies for all users. 

Level 2 sessions are organized by role, offering hands-on, discussion-based sessions to work through real situations users in the role may encounter in their professional life. Just as our user’s experiences are unique to each person, no session will be completely identical. Feel free to attend these sessions as needed – you may learn something new each time! Click on the role that best fits your position for session recommendations.

Level 3 sessions are forthcoming and allow for users who have reached all competency levels to come together and work through areas that have yet to be addressed. As a group, participants will assist each other through reporting challenges, hiccups, and even prepare suggestions for future iterations of the Enrollment Management CRM. These sessions create a network of campus-wide champions that can help facilitate skill building across campus and within their own units.

On-Demand Skill Building Resources

If a guided session isn't for you or there is not a date and time that meets your scheduling needs, you are encouraged to explore the Enrollment Management CRM Resource Library. Users will need a Bronco Net ID and password to access. Material is organized by training PowerPoints, quick reference guides, recorded video sessions, custom processes, and more. This library is also linked on the "home" tabs in Enrollment Management CRM Salesforce.

L1: Basics

The Level 1: Basics session is the first introduction to using the Enrollment Management instance of Salesforce. This session will acclimate all new users to the Enrollment Management CRM, terminology, and provide tools for navigation. This session is mostly information, as it sets the stage for Level 1: Beyond Basics and is the beginning of a users' skill building journey on their path to meeting base competencies for successful use of the tool.

In-Person SessionsVirtual Sessions

January 23, 2024 at 9 a.m.

February 20, 2024 at 9 a.m.

February 21, 2024 at 2 p.m.

March 20, 2024 at 9 a.m.

January 18, 2024 at 9 a.m.

February 12, 2024 at 9 a.m.

March 29, 2024 at 9 a.m.

April 18, 2024 at 1 p.m.

L1: Beyond Basics

This session is the second phase of the introductory course. The session is approached with some information sharing combined with scenario-based exercises that are applicable to the majority of users. By the end of this session, the goal is for users to have the knowledge and skills to search and create a new student in Salesforce and be guided through the steps for linking their Outlook emails directly to student records for easy tracking. Meets the following competencies: 1)search and create student records and 2) link sent emails to student records.

In-Person SessionsVirtual Sessions

January 23, 2024 at 10:30 a.m.

February 20, 2024 at 10:30 a.m.

February 21, 2024 at 3:30 p.m.

March 20, 2024 at 10:30 a.m.

January 19, 2024 at 9 a.m.

February 12, 2024 at 1 p.m.

March 29, 2024 at 1 p.m.

April 18, 2024 at 3 p.m.

L2: Intermediate Skill Building Sessions

The Enrollment Management CRM has 700+ users at any time, spanning a variety of departments. We've catagorized the majority of our users into roles/personas that would share common functionalities within Salesforce. Click the role/persona that best fits your professional role at the university to see which skill building sessions are recommended for you.

  • Academic & Faculty Advisors

    STUDENT RECORD NAVIGATION

    Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

    At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

    In-Person SessionsVirtual Sessions

    January 24, 2024 at 9 a.m.

    March 20, 2024 at 2 p.m.

    January 11, 2024 at 1 p.m

    REPORTS, VIEWS, AND DASHBOARDS

    There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

    These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

    In-Person Sessions

    Available for registration once room is confirmed. 

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    March 19, 2024 at 9 a.m.

    February 21, 2024 at 10:30 a.m.

    January 25, 2024 at 9 a.m.

    January 24, 2024 at 3 p.m.

    February 22, 2024 at 10:30 a.m.

    Virtual Sessions

     

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    January 10, 2024 at 1 p.m.

    March 6, 2024 at 1 p.m.

    April 17, 2024 at 9 a.m.

    January 10, 2024 at 3 p.m.

    January 18, 2024 at 1 p.m.

    January 9, 2024 at 9 a.m.

    February 13, 2024 at 9 a.m.

    April 17, 2024 at 2 p.m.

  • Academic College & Program Recruiters

    STUDENT RECORD NAVIGATION

    Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

    At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

    In-Person SessionsVirtual Sessions

    January 24, 2024 at 9 a.m.

    March 20, 2024 at 2 p.m.

    January 11, 2024 at 1 p.m

    Reports, Views, and Dashboards

    There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

    These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

    In-Person Sessions

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    March 19, 2024 at 9 a.m.

    February 21, 2024 at 10:30 a.m.

    January 25, 2024 at 9 a.m.

    January 24, 2024 at 3 p.m.

    February 22, 2024 at 10:30 a.m.

    Virtual Sessions

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    January 10, 2024 at 1 p.m.

    March 6, 2024 at 1 p.m.

    April 17, 2024 at 9 a.m.

    January 10, 2024 at 3 p.m.

    January 18, 2024 at 1 p.m.

    January 9, 2024 at 9 a.m.

    February 13, 2024 at 9 a.m.

    April 17, 2024 at 2 p.m.

    Email Templates and Campaigns

    This session provides a facilitated guide through the TargetX email builder and campaigns. Participants will be guided through pre-planned scenario-based exercises and is tailored to users who are responsible for creating, scheduling, and monitoring their own email campaigns. It is highly encouraged that participants feel confident in their ability to build reports for recruitment, applications, and events prior to attending this session.

    At the conclusion of this session, users will have the knowledge necessary to meet the following "intermediate" competencies: create, schedule, and send emails through TargetX campaign builder, add images to the Email Image Library, and deactivate unused campaigns, images, and templates.

    In-Person Sessions

    Virtual Sessions

    Event Foundations

    Full event management with only a few clicks! This course will highlight the basics for creating an event with in the TargetX event module and guide participants through event registration. By the end of the session, users will have knowledge to build the following competencies: 1) create and edit events, and 2) maximize use of the event module.

    Users attending this session may also find the email templates and campaign session helpful.

    In-Person Sessions

    Virtual Sessions

    Telemarketing Module

    Quickly call students and log the activity on a student record with minimal clicks. The telemarketing module is a time-saving tool for those calling their prospective students. There are two types of sessions for the telemarketing module: Using the Telemarketing Module and Building Telemarketing Campaigns

    In-Person Sessions

    Using the Telemarketing Module  

    Building and Refreshing Telemarketing Campaigns

    January 25, 2024 at 11 a.m. 

    February 22, 2024 at 9 a.m.

    Virtual Sessions

    Using the Telemarketing Module  

    Building and Refreshing Telemarketing Campaigns

    January 19, 2024 at 11 a.m.

    -

  • Admission Unit Recruiters

    Student Record Navigation

    Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

    At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

    In-Person SessionsVirtual Sessions

    January 24, 2024 at 9 a.m.

    March 20, 2024 at 2 p.m.

    January 11, 2024 at 1 p.m.

    Reports, Views, and Dashboards

    There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

    These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

    In-Person Sessions

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    March 19, 2024 at 9 a.m.

    February 21, 2024 at 10:30 a.m.

    January 25, 2024 at 9 a.m.

    January 24, 2024 at 3 p.m.

    February 22, 2024 at 10:30 a.m.

    Virtual Sessions

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    January 10, 2024 at 1 p.m.

    March 6, 2024 at 1 p.m.

    April 17, 2024 at 9 a.m.

    January 10, 2024 at 3 p.m.

    January 18, 2024 at 1 p.m.

    January 9, 2024 at 9 a.m.

    February 13, 2024 at 9 a.m.

    April 17, 2024 at 2 p.m.

    Email Templates and Campaigns

    This session provides a facilitated guide through the TargetX email builder and campaigns. Participants will be guided through pre-planned scenario-based exercises and is tailored to users who are responsible for creating, scheduling, and monitoring their own email campaigns. It is highly encouraged that participants feel confident in their ability to build reports for recruitment, applications, and events prior to attending this session.

    At the conclusion of this session, users will have the knowledge necessary to meet the following "intermediate" competencies: create, schedule, and send emails through TargetX campaign builder, add images to the Email Image Library, and deactivate unused campaigns, images, and templates.

    In-Person Sessions

    Virtual Sessions

    Event Foundations

    Full event management with only a few clicks! This course will highlight the basics for creating an event with in the TargetX event module and guide participants through event registration. By the end of the session, users will have knowledge to build the following competencies: 1) create and edit events, and 2) maximize use of the event module.

    Users attending this session may also find the email templates and campaign session helpful.

    In-Person Sessions

    Virtual Sessions

    Telemarketing Module

    Quickly call students and log the activity on a student record with minimal clicks. The telemarketing module is a time-saving tool for those calling their prospective students. There are two types of sessions for the telemarketing module: Using the Telemarketing Module and Building Telemarketing Campaigns

    In-Person Sessions

    Using the Telemarketing Module  

    Building and Refreshing Telemarketing Campaigns

    January 25, 2024 at 11 a.m. 

    February 22, 2024 at 9 a.m.

    Virtual Sessions

    Using the Telemarketing Module  

    Building and Refreshing Telemarketing Campaigns

    January 19, 2024 at 11 a.m.

    -

    Signal Vine Texting 

    Participants seeking training on the Signal Vine tool should contact the program manager within their unit.

  • Application Processors and Operations

    STUDENT RECORD NAVIGATION

    Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

    At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

    In-Person SessionsVirtual Sessions

    January 24, 2024 at 9 a.m.

    March 20, 2024 at 2 p.m.

    January 11, 2024 at 1 p.m

    Other Training Needs

    Users in these specific roles typically have their own robust training within their department(s). Please schedule an appointment with the CRMS Project/Training Specialist if there is need for individual coaching. 

  • Application Reviewers

    Each academic program sets up their own file review a little differently from one another. Start with the program coordinator or staff member in the appropriate admission unit for inital assistance. Additional questions can be addressed through an individual appointment with the CRMS Project/Training Specialist.

  • Graduate Program Coordinators

    STUDENT RECORD NAVIGATION

    Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

    At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

    In-Person SessionsVirtual Sessions

    January 24, 2024 at 9 a.m.

    March 20, 2024 at 2 p.m.

    January 11, 2024 at 1 p.m

    Reports, Views, and Dashboards

    There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

    These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

    In-Person Sessions

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    March 19, 2024 at 9 a.m.

    February 21, 2024 at 10:30 a.m.

    January 25, 2024 at 9 a.m.

    January 24, 2024 at 3 p.m.

    February 22, 2024 at 10:30 a.m.

    Virtual Sessions

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    January 10, 2024 at 1 p.m.

    March 6, 2024 at 1 p.m.

    April 17, 2024 at 9 a.m.

    January 10, 2024 at 3 p.m.

    January 18, 2024 at 1 p.m.

    January 9, 2024 at 9 a.m.

    February 13, 2024 at 9 a.m.

    April 17, 2024 at 2 p.m.

    Email Templates and Campaigns

    This session provides a facilitated guide through the TargetX email builder and campaigns. Participants will be guided through pre-planned scenario-based exercises and is tailored to users who are responsible for creating, scheduling, and monitoring their own email campaigns. It is highly encouraged that participants feel confident in their ability to build reports for recruitment, applications, and events prior to attending this session.

    At the conclusion of this session, users will have the knowledge necessary to meet the following "intermediate" competencies: create, schedule, and send emails through TargetX campaign builder, add images to the Email Image Library, and deactivate unused campaigns, images, and templates.

    In-Person Sessions

    Virtual Sessions

  • Marketing and Communication

    STUDENT RECORD NAVIGATION

    Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

    At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

    In-Person SessionsVirtual Sessions

    January 24, 2024 at 9 a.m.

    March 20, 2024 at 2 p.m.

    January 11, 2024 at 1 p.m

    Reports, Views, and Dashboards

    There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

    These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

    In-Person Sessions

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    March 19, 2024 at 9 a.m.

    February 21, 2024 at 10:30 a.m.

    January 25, 2024 at 9 a.m.

    January 24, 2024 at 3 p.m.

    February 22, 2024 at 10:30 a.m.

    Virtual Sessions

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    January 10, 2024 at 1 p.m.

    March 6, 2024 at 1 p.m.

    April 17, 2024 at 9 a.m.

    January 10, 2024 at 3 p.m.

    January 18, 2024 at 1 p.m.

    January 9, 2024 at 9 a.m.

    February 13, 2024 at 9 a.m.

    April 17, 2024 at 2 p.m.

    Email Templates and Campaigns

    This session provides a facilitated guide through the TargetX email builder and campaigns. Participants will be guided through pre-planned scenario-based exercises and is tailored to users who are responsible for creating, scheduling, and monitoring their own email campaigns. It is highly encouraged that participants feel confident in their ability to build reports for recruitment, applications, and events prior to attending this session.

    At the conclusion of this session, users will have the knowledge necessary to meet the following "intermediate" competencies: create, schedule, and send emails through TargetX campaign builder, add images to the Email Image Library, and deactivate unused campaigns, images, and templates.

    In-Person Sessions

    Virtual Sessions

    Event Foundations

    Full event management with only a few clicks! This course will highlight the basics for creating an event with in the TargetX event module and guide participants through event registration. By the end of the session, users will have knowledge to build the following competencies: 1) create and edit events, and 2) maximize use of the event module.

    Users attending this session may also find the email templates and campaign session helpful.

    In-Person Sessions

    Virtual Sessions

    Telemarketing Module

    Quickly call students and log the activity on a student record with minimal clicks. The telemarketing module is a time-saving tool for those calling their prospective students. There are two types of sessions for the telemarketing module: Using the Telemarketing Module and Building Telemarketing Campaigns

    In-Person Sessions

    Using the Telemarketing Module  

    Building and Refreshing Telemarketing Campaigns

    January 25, 2024 at 11 a.m. 

    February 22, 2024 at 9 a.m.

    Virtual Sessions

    Using the Telemarketing Module  

    Building and Refreshing Telemarketing Campaigns

    January 19, 2024 at 11 a.m.

    -

  • Orientation & Transition Offices

    STUDENT RECORD NAVIGATION

    Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

    At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

    In-Person SessionsVirtual Sessions

    January 24, 2024 at 9 a.m.

    March 20, 2024 at 2 p.m.

    January 11, 2024 at 1 p.m

    Reports, Views, AND Dashboards

    There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

    These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

    In-Person Sessions

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    March 19, 2024 at 9 a.m.

    February 21, 2024 at 10:30 a.m.

    January 25, 2024 at 9 a.m.

    January 24, 2024 at 3 p.m.

    February 22, 2024 at 10:30 a.m.

    Virtual Sessions

    Recruitment Reporting

    Application Reporting

    Next Steps/Yield Reporting

    Communication Reporting

    January 10, 2024 at 1 p.m.

    March 6, 2024 at 1 p.m.

    April 17, 2024 at 9 a.m.

    January 10, 2024 at 3 p.m.

    January 18, 2024 at 1 p.m.

    January 9, 2024 at 9 a.m.

    February 13, 2024 at 9 a.m.

    April 17, 2024 at 2 p.m.

    Email Templates and Campaigns

    This session provides a facilitated guide through the TargetX email builder and campaigns. Participants will be guided through pre-planned scenario-based exercises and is tailored to users who are responsible for creating, scheduling, and monitoring their own email campaigns. It is highly encouraged that participants feel confident in their ability to build reports for recruitment, applications, and events prior to attending this session.

    At the conclusion of this session, users will have the knowledge necessary to meet the following "intermediate" competencies: create, schedule, and send emails through TargetX campaign builder, add images to the Email Image Library, and deactivate unused campaigns, images, and templates.

    In-Person Sessions

    Virtual Sessions

    Event Foundations

    Full event management with only a few clicks! This course will highlight the basics for creating an event with in the TargetX event module and guide participants through event registration. By the end of the session, users will have knowledge to build the following competencies: 1) create and edit events, and 2) maximize use of the event module.

    Users attending this session may also find the email templates and campaign session helpful.

    In-Person Sessions

    Virtual Sessions

    Telemarketing Module

    Quickly call students and log the activity on a student record with minimal clicks. The telemarketing module is a time-saving tool for those calling their prospective students. There are two types of sessions for the telemarketing module: Using the Telemarketing Module and Building Telemarketing Campaigns

    In-Person Sessions

    Using the Telemarketing Module  

    Building and Refreshing Telemarketing Campaigns

    January 25, 2024 at 11 a.m. 

    February 22, 2024 at 9 a.m.

    Virtual Sessions

    Using the Telemarketing Module  

    Building and Refreshing Telemarketing Campaigns

    January 19, 2024 at 11 a.m.

    -

    Signal Vine Texting 

    Participants seeking training on the Signal Vine tool should contact the program manager within their unit.

  • Student Workers

    Let us come to you! Every student employee's role is a little different. Basics and Beyond Basics are great places for your students to start. For intermediate sessions, supervisors should contact our CRMS Project/Training Specialist to develop sessions that specificially fit the needs of your students and the expectations of their role. Prior customized student training sessions included: use of the telemarketing module, navigating the event module for student check-in, logging activity histories, and assigning tasks for professional staff.

  • WMU Executives & Directors

    Our goal is to help you access the data you need, when you need it. Please select a time with our CRMS Project/Training Specialist to set up a time to meet 1:1 to discuss a project and/or training plan that works best for you. 

1:1 Skill Building Sessions

After attending all the sessions possible, some users benefit from through individual coaching sessions. Schedule a virtual appointment with our CRMS Project/Training Specialist. The most beneficial sessions for users occur when the participant has some working knowledge of the system. Therefore, users are highly encouraged to complete level one sessions prior to scheduling an appointment. Sessions are hosted virtually to allow for screen sharing capabilities. Users are required to sign in with their Bronco NetID and password to select an available date and time.

If there are sessions not currently listed, but would be helpful for your group, please contact our CRMS Project/Training Specialist to see if a custom session would be an option.