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Policies & Portals

Upcoming Sessions

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In this course, you will learn how to use GovTribe within Unanet CRM for GovCon to access market intelligence and find opportunities. Read More

In this course, you will review tasks specific to general administration of the system such as creating and modifying firm settings, value lists, records, dashboards, reports, templates, and workflows.    Course Duration: 3 days from 1pm - 3:30pm ET CPE Credits: 7 Unanet affirms our commitment to the delivery of high quality continuing professional education in compliance with the Statement of Standards for Continuing Professional Education (CPE) Programs and the program requirements of the National Registry of CPE Sponsors. Read More

In this course, you will review tasks specific to general administration of the system such as creating and modifying firm settings, value lists, records, dashboards, reports, templates, and workflows.  Read More

In this course, you will learn which of the different access points of mobile, outlook, and web application will quickly and easily accomplish high volume tasks for creating and growing your contact base. Read More

In this course, you will review tasks specific to the Publisher 4.0 module and InDesign, such as creating and uploading IDML templates and generating InDesign documents with your CRM data.   Course Duration: 2 days from 1pm - 4 pm ET CPE Credits: 5 Unanet affirms our commitment to the delivery of high quality continuing professional education in compliance with the Statement of Standards for Continuing Professional Education (CPE) Programs and the program requirements of the National Registry of CPE Sponsors. Read More

In this course you will learn about the newest features included in the Unanet CRM 2021 Q1 Release: automatically recognize contacts on inbound calls with Cosential Caller ID, manage leads in the mobile app with immediacy while on the go, modernized web navigation designed to simplify your view and enhance productivity, Read More

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