BOOTCAMP SESSIONS
Build Your Foundation, Unlock More Value
Getting the most out of your DMS starts with a strong foundation. Bootcamp sessions are designed for newer PBS users or anyone looking to sharpen their fundamentals in v10.
There’s a lot to take in during initial training, and it’s easy for key details to get lost along the way. These sessions are a chance to revisit the basics, fill in any gaps, and reinforce the core features that keep your day-to-day running smoothly, so nothing important gets missed.
Start your conference journey early by refreshing and strengthening your core knowledge.
Date: Wednesday, September 16th
Time: 9:00 AM – 12:30 PM
Lunch provided
Sessions have limited capacity, so please indicate your interest early to secure your seat.
Content is tailored by department and designed to provide scenario-based instruction and actionable setup guidance.
Session Options
Setup, Done Right: User Files Made Simple
Start strong with the right user setup. This session walks through how to create and manage employee files with clarity and consistency. Find out how to apply permissions effectively, avoid common setup pitfalls, and tailor configurations by role. With the right structure in place, onboarding becomes faster, cleaner, and easier to manage across departments.
One Record, Every Opportunity: Mastering the Contact File
Make every customer record count. This session shows how to capture, manage, and maintain customer information in a way that supports every department. Discover best practices for using key fields, improving data quality, and ensuring information is accessible when it matters most. Strong data leads to better service, lasting relationships, and more opportunities over time.
See More, Do More: Dashboards That Work for You
Turn your dashboard into a daily advantage. This session shows how to set up, customize, and maintain dashboards to support your day-to-day workflow. Track tasks, monitor performance, and surface the information that matters most. With the right setup, dashboards become a powerful tool for staying organized, informed, and ready to act.