CRM
  • 06 Jul 2021
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CRM

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This training video covers the following points:

  • Adding CRM boards
  • Adding stages to CRM boards
  • Understanding stages automation
  • Adding opportunities to stages
  • Creating document templates
  • Generating document templates
  • Creating message macros
  • Using message macros
  • Creating reminders
  • Creating tasks
  • Grouping tasks into task lists
  • Adding customer notes


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