MRSware Desktop Online Training Program (Lessons 1–19)
The MRSware Desktop Online Training Program consists of 19 structured lessons. Each lesson covers a core operational module, step-by-step UI instructions, pro tips, points of information, and a self-assessment knowledge check quiz.
Recommended Learning Path
We recommend starting with Lesson 1 – Introduction to MRSware Home Page to familiarize yourself with grid controls, view modes, the dockable preview window, and spreadsheet editing before advancing to CRM and MREPS modules.
Complete 19-Lesson Curriculum Index
| Lesson | Topic & Module Title | Operational Focus & Key Takeaways |
|---|---|---|
| Lesson 1 | MRSware Home Page & Navigation | UI layout, Table View, Compact Cards, Multiline Cards, Preview Window, Edit in Spreadsheet, and Statistics Panels. |
| Lesson 2 | CRM – Companies & Contacts | Master relationship database, company/contact hierarchies, Categories vs. Custom Fields, CRM Card Views, Preview Window, Pivot & Paste. |
| Lesson 3 | CRM – Calendar & Scheduling | Appointments, team overlay schedules, user availability lookup, resource booking, Google/Outlook sync. |
| Lesson 4 | CRM – Journals & Interactions | Logging customer/principal touch points, conversation notes, activity tracking, measuring touch point ROI. |
| Lesson 5 | CRM – Tasks & Follow-ups | Task assignments, due dates, reminder alerts, interactive click-to-complete checkboxes on Compact Cards, drag-and-drop record conversion. |
| Lesson 6 | CRM – Projects & Job Tracking | Multi-party stakeholder projects, aggregating activities across participants, project financial summaries. |
| Lesson 7 | MREPS – Customer Master & Sales Reps | Linking buying customers to multiple principal lines, Sales Rep Management card views, preview pane, Edit in Spreadsheet, and Collapsible Statistics Panel. |
| Lesson 8 | MREPS – Invoice Entry & Batch Spreadsheets | Manual invoice creation, Quick Add line items, Invoice Edit in Spreadsheet batch entry, Excel paste, partial shipments, backorders. |
| Lesson 9 | MREPS – Order Entry | Purchase order tracking, PO numbers, shipping terms, Order-to-Ship conversion ratios. |
| Lesson 10 | MREPS – Payment Entry & Reconciliation | Check/deposit logging, Commission Rules engine, Payment lookup matching, auditing unpaid commissions. |
| Lesson 11 | Reporting – Data Analysis | Multi-dimensional pivot grid, the 5 Magical Columns, Customer Ranking, saved views. |
| Lesson 12 | Reporting – Report Explorer | Standard financial reports, Class Master List, printing commission statements, PDF/Excel export. |
| Lesson 13 | SFA – Opportunities Pipeline | Sales phases, probability weighting, close reasons, scientific commission forecasting. |
| Lesson 14 | SFA – Campaigns | Targeted marketing lists, broadcast email campaigns, response tracking. |
| Lesson 15 | SFA – Expense Reports | Travel expense logging, receipt attachments, mileage, principal expense allocation. |
| Lesson 16 | File Share Repository | Centralized document management, linking files to contacts, companies, and projects. |
| Lesson 17 | E-mail Integration | Integrated CRM email client, auto-linking messages, mailbox delegation, spam filter portal. |
| Lesson 18 | System Administration | User roles & permissions, delete safeguards, domain setup, disaster recovery planning. |
| Lesson 19 | MRSware CRM Unified Overview | Holistic rep agency workflows connecting CRM activities, sales data, and commission management. |
Specialized Agency Role-Based Training
🎯 Outside Sales Rep Training Guide
Curriculum for outside field sales: logging mobile touch points, speech-to-text dictation, team calendar sync, pipeline updates, and expense logs.
⌨️ Back-Office Data Entry Training Guide
High-throughput administrative operations: Quick Add order entry, Invoice Edit in Spreadsheet, payment reconciliation, and import deduping.