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PRO CRM USA
Team and User Setup
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Team and User Setup
3 Topics
Creating A New Team
User Management
User Types
Customer Management
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Customer Management
8 Topics
Creating A New Customer
Using The Customer Search
Customer Snapshot
Adding Locations and Accounts
Editing Locations & Accounts
Adding New Customer Contacts
Setting Up Customer References
Using Customer References
Pipeline Management
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Pipeline Management
1 Topic
Navigating the Pipeline
Data Importing
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Data Importing
3 Topics
Importing New Data
Bulk Updating Existing Data
Resolving Failed Imports
Lead Management
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Lead Management
3 Topics
Creating a New Lead
Using the Lead Search
Bulk Assigning Leads
Supplier Management
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Supplier Management
2 Topics
Adding New USA Suppliers
Adding New USA Supplier Contacts
Analytics
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Analytics
1 Topic
How to Export Data
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Customer Management
PRO CRM
USA
Customer
Management
Lesson Two
Lesson:
Customer Management
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0/8 Steps
Creating A New Customer
Using The Customer Search
Customer
Snapshot
Adding Locations and Accounts
Editing Locations & Accounts
Adding New Customer Contacts
Setting Up Customer References
Using Customer References
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