Systems Training – CRM

Tom, 17/08/2016, SYSTEMS TRAINING, 3

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Welcome to First Distribution CRM Training

Benefits of CRM
URL and Logging On
Sales Team – Loading a new opportunity on CRM
Brand Ops Team – Loading a quote on CRM
Sales Team – How to move an opportunity through the sales cycle
Dashboard Reports
How to search for an Opp

Course Creator:
Company:

Course Content

Lessons Status

21

Section 10: Loading a Quote on CRM

22

Section 11: Loading a Quote on CRM

23

Section 12: Loading a Quote on CRM

24

Section 13: Loading a Quote on CRM

25

Section 1: Moving an Opportunity through the Sales Cycle

26

Section 2: Moving an Opportunity through the Sales Cycle

27

Section 3: Moving an Opportunity through the Sales Cycle

28

Section 4: Moving an Opportunity through the Sales Cycle

29

Section 5: Moving an Opportunity through the Sales Cycle

30

Section 6: Moving an Opportunity through the Sales Cycle

31

Section 7: Moving an Opportunity through the Sales Cycle

32

Section 8: Moving an Opportunity through the Sales Cycle

33

Section 1: Dashboard Reports

34

Section 2: Dashboard Reports

35

Section 3: Dashboard Reports

36

Section 4: Dashboard Reports

37

Section 5: Dashboard Reports

38

Section 6: Dashboard Reports

39

Section 7: Dashboard Reports

40

Section 8: Dashboard Reports

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