We want to improve how we bring a new customer into the world of QuickBase…we call it "on-boarding". We understand that QuickBase is used by a wide range of business and technical professionals with differing skill sets. We also know that some people use QB to manage projects and others use QB to manage their sales pipeline. There is little uniformity to our new customers. This is what makes developing material for new customers hard. Yet, we know we can do better and we know we can make QuickBase easier to learn. But that will take time to get right. In the meantime, we’d like to do a better job of pointing people in the right direction when they get started, which brings me to my question:
If you were at a cocktail party talking to someone that was new to QuickBase, what three tips and tricks would you pass onto them about how to quickly learn QuickBase?