Course curriculum

  • 1

    Sales CRM Videos

    • Sales CRM Webinar Part 1: Lead Entry, Communications and Resident Conversion

    • Sales CRM Webinar Part 2: Filtering Leads, Referral Sources, Special Features, and Widget Overview

    • Sales CRM Webinar Part 3: Sales CRM Analytics and Reports

    • Plugin for Outlook Security Setup

    • Download, Installation, General Use

    • Analytics, Reports, Dashboards and Custom Dashboards