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

6. Proven CRM: Understanding Sales Activities (CRM-006-REQ)


Description
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.
Content
  • SHOW ME
  • SHOW ME: PROVEN CRM: Understanding Sales Activities
  • MANUALS
  • MANUAL: PROVEN CRM: Understanding Sales Activities
  • TRY ME
  • TRY ME: PROVEN CRM: Understanding Sales Activities: LMS Learning Center
  • TEST ME
  • Proven CRM: Understanding Sales Activities
  • RELEASE NOTES
Completion rules
  • All units must be completed
Prerequisites