This material is structured for staff members who are new Prevail users.

Although similar to the staff training plan, this plan has additional material designed for users entirely unfamiliar with Prevail.

Specific information about Prevail Premium Features is listed in the Premium Features training.

A comprehensive training plan for staff members is listed in the Staff Training plan.

New User Training

Topic

Link to video

Training Material Link

Instructions and Video Link

Direct Video Link

1.

How-To Modify

Modifying User Settings
2.	Accessing Prevail Help Dropdown

Accessing Prevail Help Dropdown
2.	Prevail Home Tab

The

Prevail Home Tab
3.	Outlook Calendar Sync

How-To

Outlook Calendar Sync
4.	Calendar and

Tasks

Task Informational	Calendar and Task Informational
5.

Combined

How to Use

in


6.	Prevail

E-Training 86:

Prevail Power Search Tool
7.	Create and Delete Contacts

How-to

in Prevail


8.	Creating Matter/Prospect from a Contact

How to Create

Creating a Matter/Prospect from a Contact
9.	Text Messaging

Text MessagingVideo Under Construction**
10.	Attaching Other Contacts to a Matter (Related Parties Tree)

How-To

History

How to

(Related Parties Tree)
11.	Add, Delete, and Retrieve Deleted History Entries	Add, Delete, and Retrieve Deleted History Entries
12.	Prevail Grid Layouts	Prevail Grid Layouts
13.	E-mailing	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails in Prevail