CRM

Covers CRM boards, document templates, message macros, reminders and tasks.

We will cover how to create and configure CRM boards as well as how to add opportunities to them. We will see how to create document templates and message macros as well as when to use each. We will learn how to use reminders, tasks and task lists. Lastly, we will learn about proposals and how to use them.

  • Adding a CRM Board

  • Adding stages

  • Understanding stage automations.

  • Adding an opportunity to a stage.

  • Creating a document template and producing a document based on it.

  • Creating a message macro and sending a message based on it.

  • Understanding and creating a reminders.

  • Understanding and creating tasks.

  • Grouping tasks into task lists.

  • Adding customer notes.

We are working on video content for this section. Check with the team if you would like a one-to-one session before this is available.