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PROVEN CRM → 2. PROVEN CRM - Beginner Courses (RECOMMENDED)

4. Proven CRM: Understanding Leads and Organizations (CRM-004-REQ)


Description
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.
Content
  • How It Works
  • Understanding Leads Course
  • Understanding Organizations Course
  • Scenario
  • LMS Training Center Database
  • Guides
  • Understanding Leads Guide
  • Understanding Organizations Guide
Completion rules
  • All units must be completed
Prerequisites
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