Adding Call Notes and Opportunities using our customized CRM.
- Date: Thursday, 10th October 2024
- UK Time: 2pm
- US Time: 2pm CST
- Duration: 30 minutes
- Level: Beginner
👇Register for FREE 👇
Series Overview:
Understanding the benefits customizing your CRM can have throughout the system.
Want to learn how you can customize sales-i to suit your business? Ever wondered how to use these customized sections to their maximum potential? Want to build some Campaigns to target those promotions?
During this series, we will be running you through the wonders of customizing your system and building specific promotion-driven sales Campaigns. We understand that every business operates differently, and customizing your CRM is vital to ensure you are capturing key information relevant to you. We will then take a look at the multiple ways we can utilize this information throughout the system, including building specific Campaigns that help you get the most out of your promotions and marketing implementations as we head into the final calendar quarter of 2024.
Sessions in the series:
● Understanding how you can customise your CRM (Power Users Only)● Adding Call Notes and Opportunities using your customised CRM
● Understand the advantages a customised CRM can have in our Accounts Section
● Building Campaigns using your new Customised CRM (Team Leaders and Power Users Only)
● Identifying unique opportunities via building custom Campaigns (Team Leaders and Power Users Only)
Session Overview
In the second session of the series, we will be visiting the CRM Records. Logging Customer interactions and Opportunities is a vital part of day-to-day business procedures. With your new and improved CRM, we will be learning the advantages of My Calls and Opportunities, by following the process for utilizing these essential sections. During this webinar, we will cover;
● How to access a Customers CRM record.
● The process of adding a call note, and the benefits of doing this correctly.
● Adding and tracking an opportunity.
Can’t join us for the live learning session? Register anyway, and we’ll send you the recording afterward to watch in your own time.
Meet the team!
