Program Curriculum
Day 1 | Onboarding
Available in
days
days
after you enroll
Day 2 | Basic Training
Available in
days
days
after you enroll
- Core Modules Explained (50:26)
- Create a Record (5:07)
- Editing a Record (3:19)
- Clone Records (1:25)
- Add Notes (6:08)
- Attachments & Links (3:38)
- Activities (15:15)
- Delete and Restore Records (4:38)
- Lead Conversion (9:25)
- Mass Update Records (1:50)
- Searching & Filtering List Views (5:24)
- Custom Views (5:19)
- Sending Emails (3:20)
- Email Insights (5:31)
- Send Mass Emails (4:32)
- Create and Send a Quote (8:29)
- Reports & Analytics (7:37)
- Mobile CRM (13:24)
- Give Feedback