Train new user on CRM

I need to train Aaron Kim on our CRM next Tuesday at 10am and give him the basics so he can log leads and update contact records. Schedule a one-hour session, enroll him in the Sales Essentials course, assign the tasks: watch the lead lifecycle video, complete two sample contact entries, and mark the training complete. Notify his manager Priya Sharma and set a reminder two days before.

Before I run Aaron’s training, make the curriculum easier to follow for a busy rep: put the key actions up front — create contact, log call, change deal stage — surface the three videos under five minutes each, and flag common mistakes like duplicating contacts or mis-tagging lead source so his manager can coach quickly.

I scheduled a one-hour CRM training for Aaron Kim but he says he’ll be on discovery calls all morning and might skip. I don’t know whether to force a reschedule or trim content. What is the minimal training I should insist on so he can operate tomorrow, what can wait until his first week, and how do I get Priya to enforce it without sounding punitive?

We keep running one-off CRM sessions and reps forget basics after a week, so we repeat training and lose credibility. Which training habit should I change — shorter sessions, mandatory follow-ups, manager checkpoints — and what schedule will actually improve retention for new sales hires over their first 30 days?