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Getting More Out of’s New Features

14 September, 2022


Watch on-demand our exclusive user group session

If you missed the live session, you can still learn how to better collaborate with your team members and manage your projects from one, central location with our User Groups (MUGS) live recordings. Watch as our lineup of experts show you how to customise and manage your projects for maximum efficiency and results.

In this session, Martin MacNamara, Senior Product Specialist from Provident CRM, Ralph Uhlemann, Product Consultant from Provident CRM, and Xi Weng, Channel Partner Manager, U.K. & Ireland, from, demonstrated best practices and insider tips and tricks for using the platform.

What they covered:

  • Product Sales CRM
  • Workforms and automations
  • Conditional questions and signatures
  • Item card views
  • Emails and activities
  • Shared best practices
  • Insider tips and tricks
  • Open discussion
  • And more!

Request the recording here:

What are user groups? user groups (MUGS) are here to help you connect with other users and get the most out of your experience using With help from our team of experts, you’ll learn to build your confidence in using the system, so that whether you’re just getting started or you’ve been using for some time, you’ll discover new tips and tricks and ways to improve your user experience.

Katie Marketing Executive, Ireland
Posted on

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