Difference between revisions of "Resources for CRM Users"
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Latest revision as of 00:07, 2 June 2012
CRM users have unique needs regarding the series of Applications that are available such as:
To learn more, select the topic you are interested in
- What is CRM?
- Basic User Interface
- Logging In
- Home Page
- Settings - Setting Up Your Account
- Adding Users, Teams, and Roles
- Customizing Objects
- Converting from a B2B to a B2C Environment
- Importing Lead or Customer Data
- Managing the Sales Pipeline
- Understanding Records
- What is a Contact?
- Working with Prospects
- Working with Accounts
- Syncing Contacts
- Tracking Opportunities and Forecasts
- Logging Calls and Activities
- Creating an Email Marketing Campaign
- Building Views and Reports