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

7. Proven CRM: Understanding Opportunities (CRM-007-REQ)


Description
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 Course is a REQUIRED Course in our standard PROVEN CRM course series.
Content
  • How It Works
  • Understanding Opportunities Course
  • Scenario
  • LMS Training Center Database
  • Guides
  • Understanding Opportunities Introduction Guide
  • Setting Up Industry Types Guide
  • Setting Up Sales Stages Guide
  • Setting Up Required Information Guide
  • Creating Opportunities Guide
  • Modifying Opportunities & Reporting Guide
Completion rules
  • All units must be completed
Prerequisites
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