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

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
  • SHOW ME
  • SHOW ME: PROVEN CRM - Understanding Opportunities
  • MANUALS
  • MANUAL: PROVEN CRM: Understanding Opportunities
  • TRY ME
  • TRY ME: PROVEN CRM: Understanding Opportunities: LMS Learning Center
  • TEST ME
  • TEST ME: PROVEN CRM: Understanding Opportunities
  • RELEASE NOTES
Completion rules
  • All units must be completed
Prerequisites
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