CRM
Abgeschlossen
- CRM Basics
- Lead Generation
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Lead Management
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- Diesem Kurs beitreten , um auf Ressourcen zuzugreifen
- Quiz
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- Performance Analysis
CRM Basics & Pipelines
In this course, you'll learn by practicing. Search answers to the following questions using the demo database. If you are blocked on a question, have a look at the video or documentation, but it's optional.
By answering these questions, you'll learn what makes the difference between good and great sales teams: the tool they use to organize themselves! Let’s learn how to organize your sales activities with the pipeline: analyze sales forecasts and activities, manage opportunities, and score leads.
Use the data from https://demo.odoo.com to answer these questions. |
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1.
How do I customize a stage from the main CRM dashboard (in Kanban view)?
2.
How do I schedule an activity for an opportunity from the main CRM dashboard (in Kanban view)?
3.
In the ‘Extra Information’ tab of an opportunity form, what sections of information can be found?
Zusätzliche Ressourcen
Diesem Kurs beitreten , um auf Ressourcen zuzugreifen
