Basic understanding of CRM Course Content 1) Understanding how leads come into your CRM How Forced Registration Works What Information is required for a lead to register How to Identify which page a lead registered on & Lead Types 2) Navigating Your Dashboard Understanding Your Lead Details How To Sort Your Leads How to Change Lead Details Searches & Filters 3) Lead Details / Profile Screen How to Edit Contact Info How to Add/Remove Tags How to Set a Task How to compose an email How to call a lead / log a call on a lead Birthdays & Anniversary's Sending & Receiving SMS (via CRM & Cell phone including older contacts) Lead Rating (Hot,Warm,Cold) Lead Activity section Adjusting the Saved Listing Search How to Assign a Lead to a different user 4) Performing tasks in Mass Actions General overview of Mass Actions How to send a test email 1 of 2
