Intermediate Paragon Training - Zoom

Intermediate Paragon Training - Zoom

Date: November 18, 2020
Time: 9:00 am - 12:00 pm
Distance Learning
Contact: Joe Gugelman
Phone: 260-426-4700


This class will be conducted live over Zoom. If you'd like to attend but need more info please email [email protected] for information on how to get Zoom setup on your device. A camera and microphone is not required to attend, only working speakers.

The Intermediate Paragon Training will consist of:

  • Creating a contact in Paragon
  • Creating CMA Presentations
  • Collab Center and automated searches
  • Tax integration and auto-fill
  • Membership Rosters
  • Statistical Reporting
  • Preferences