| Course | |||||
|---|---|---|---|---|---|
 | PROVEN CRM / 2. PROVEN CRM - Beginner Courses (REQUIRED) PROVEN CRM, Login and User details course will review what steps to complete to login into the PROVEN CRM System along with the navigational process to complete setting up the individual user details. This Course is a REQUIRED Course in our... | ||||
| PROVEN CRM / 2. PROVEN CRM - Beginner Courses (REQUIRED) PROVEN CRM, Basic Navigation Course is an introductory course of the PROVEN CRM system. This course will guide the user through the basic navigation of the system and the screens inside the PROVEN CRM software and provide a general overview of... | ||||
| PROVEN CRM / 2. PROVEN CRM - Beginner Courses (REQUIRED) The PROVEN CRM, Dashboard Widget course will guide users through the utilization and customization of the user dashboard in the PROVEN CRM System. Your personalized dashboard will allow each user to set their own dashboard and create Widgets... | ||||
| PROVEN CRM / 2. PROVEN CRM - Beginner Courses (REQUIRED) PROVEN CRM Understanding Leads and Organizations course walks users through overview and understanding of the use of Organizations in the Proven CRM System as well as the use of Leads. | ||||
| PROVEN CRM / 2. PROVEN CRM - Beginner Courses (REQUIRED) PROVEN CRM, Understanding Contacts and Information course will guide the user through the various fields within the contacts, such as required and not required. This Course is a REQUIRED Course in our standard PROVEN CRM course series. | ||||
| PROVEN CRM / 2. PROVEN CRM - Beginner Courses (REQUIRED) The PROVEN CRM Sales Activities Course walks users through what items in the PROVEN CRM are considered a Sales Activity, in addition on how to create and track those Activities. As well as what reporting options are available to you. | ||||
| PROVEN CRM / 2. PROVEN CRM - Beginner Courses (REQUIRED) PROVEN CRM, Understanding Opportunities will discuss the purpose of Opportunities and also explain how an Opportunity is created, how to track Opportunities at the Organization or Contact Level as well as Reporting on Opportunities overall. This... | ||||
| PROVEN CRM / 2. PROVEN CRM - Beginner Courses (REQUIRED) PROVEN CRM, Understanding Job Credits - This course will review job credits in Proven CRM and how referral relationships impact when credit is given or not on a job for a Salesperson. | ||||
| PROVEN CRM / 2. PROVEN CRM - Beginner Courses (REQUIRED) PROVEN CRM, this course will discuss the how users can view jobs that have synced from the Proven Jobs system. It will review job information such as basic job information, dates, relationships and any notes that have been created within the... | ||||
| PROVEN CRM / 4. PROVEN CRM - Advanced Courses PROVEN CRM, Email Set Up Course will guide users through the process of how to integrate their external email with Proven CRM. The Email Set Up course needs to be completed prior to the Inbox & Calendar course. This course is an Advanced course... |
