Windows Client Essentials for Understanding and Maintaining Contact Data

Targeted Role:

Data Stewards who ensure the integrity of data within the database with Data Chance Management and Data Quality tools.

Courses included in bundle:

• On-Demand Fundamental Concepts tutorial & quiz to be completed before class
• Windows Client Essentials for Understanding and Maintaining Contact Data
• Windows Client Essentials for Using Data Change Management & Data Quality Tools

After Class Resources & Periodic IA Training Communications:

• 1-hour Buy-A-Trainer session to be used within 12 months ($500 value)
• 10% discount on additional Buy-A-Trainer sessions
• InterAction Training Quarterly: The latest news from IA Training!
• Notifications to free webinars, blogs and tutorials at LexisNexis University
• Continued learning opportunities
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Session 1: Windows Client Essentials for Understanding and Maintaining Contact Data

When:   May 6, 2019    1pm – 5pm ET




Session 2: Windows Client Essentials for Using Data Change Management and Data Quality Tools

When:   May 8, 2019    1pm – 5pm ET

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Session Descriptions:

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Session 1: Windows Client Essentials for Understanding and Maintaining Contact Data




The Essentials Understanding and Maintaining InterAction session is a comprehensive, hands-on review of contact data and contact organization, company association, relationships and contact intelligence used for marketing, business development, and data quality efforts. This lesson highlights key components of how Marketing benefits from contact organization and contact quality tools. This course is designed to provide both Marketing and Data Stewards the tools and concepts they need to help succeed in their own InterAction tasks.

Targeted Role:

Marketing professionals and Data Stewards who will be creating or working in folders, adding contacts to lists, and exporting and importing contact information.




Session Outline:

• Explain the purpose of contact types
• View, edit, and add contact information
• Exporting and Advanced Importing
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Session 2: Windows Client Essentials for Using Data Change Management and Data Quality Tools




The Essentials Using Data Change Management and Data Quality Tools session is a comprehensive, hands-on module to prepare Data Stewards to efficiently maintain the firm’s data quality through the Data Change Management inbox, the Data Quality menu, and out of the box saved data quality searches. This lesson emphasizes the need for contact care and management, and how those efforts pertain to marketing and business development efforts. This course will enable your Data Stewards to approach data quality efforts thoughtfully and efficiently.




Targeted Role:

Data Stewards who will be working to ensure the integrity of data within the database by using Data Chance Management and Data Quality tools.




Session Outline:

• Overview of Data Change Management (DCM)
• How DCM rules are set
• Process DCM tickets
• Create and run data maintenance searches
• Access and use data quality tools
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