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LITE CRM

Team And User Setup

Creating A New Team

Adding A New User

Managing Existing Users

Resetting A User Password

Making Users Inactive

Re-activating A Locked Account

Supplier Management

Adding A New Supplier

Customers/Leads

Lead Management

Creating A New Lead

Managing Your Leads

Generating, Sending And Storing A Letter Of Authority

Using The Lead Search

Bulk Assigning Leads

Site, Meter And Contract Management

Adding A New Site And Meter Using Our Meter Lookups

Adding A New Site, Meter And Contract Manually

Updating Meter Usage Information

Contact Management

Adding A New Contact

Editing Contact Details

Generating And Managing Matrix Pricing

Generating Matrix Pricing

Navigating And Using Input Prices

Generating Contracts / Verbal Scripts

Accepting A Quote

Pipeline searching and navigation

Understanding the Pipeline

Updating A Registration Status

Setting Up Your Customer

Creating A New Customer

Using The Customer Search

Customer Snapshot

Useful Tools For Quickly Viewing And Gathering Customer Information.

Sales Pipeline Overview

Overview Of Different Exports

How To Run An Export

Dashboards

LITE CRM
Dashboards

Lesson Thirteen

Lesson:

Dashboards

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Lesson Content

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Sales Pipeline Overview