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PRO CRM USA

Team and User Setup

Creating A New Team

User Management

Customer Management

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

Navigating the Pipeline

Importing New Data

Bulk Updating Existing Data

Resolving Failed Imports

Lead Management

Creating a New Lead

Using the Lead Search

Bulk Assigning Leads

Supplier Management

Adding New USA Suppliers

Adding New USA Supplier Contacts

How to Export Data

Pipeline Management

PRO CRM USA
Pipeline Management

Lesson Three

Lesson:

Pipeline Management

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Navigating the Pipeline