CRM walkthrough
September 12 @ 1:00 pm - 2:00 pm
|Recurring Event (See all)
An event every week that begins at 1:00 pm on Monday, repeating indefinitely
This is a walk through of the CRM dashboard, Sales and Success Center. In this workshop we will go through key actions like:
– Adding accounts and client users
– How to customize a snapshot report before sending it to the customer
– Creating a pipeline to review potential revenue and manage sales opportunities
– Create and send out proposals using our new feature Proposal Builder
