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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
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