Managing Courses in the Learning Tab

The Learning Tab allows administrators and account owners to provide educational resources directly within your CRM. You can add free courses to make them instantly available to your community members.

Adding a Free Course

To add a course, navigate to the Learning Tab in your CRM. You will see an option to Add Courses. Clicking this will direct you to a page where you can browse and select the course you wish to add. Once you select and confirm your choice, the course will be immediately listed and accessible on the Learning Tab page for your group.

Removing a Course

If you need to remove a course from the Learning Tab, locate the course in the list. You will find a delete button associated with it. Click this button to permanently remove the course from the tab.

Course Access and Notifications

When an administrator or owner adds a course to a group's Learning Tab, all members of that group automatically gain access to it. Furthermore, all users in the group will receive an email notification informing them that a new course has been added.