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

8. Proven CRM: Understanding Job Credits & Referrals (CRM-008-REQ)


Description
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.
Content
  • SHOW ME
  • SHOW ME: PROVEN CRM - Job Credit & Referrals
  • MANUALS
  • MANUAL: PROVEN CRM Understanding Job Credits and Referrals
  • TRY ME
  • TRY ME: PROVEN CRM: LMS Learning Center
  • TEST
  • TEST ME: PROVEN CRM: Understanding Job Credit and Referrals
  • RELEASE NOTES
Completion rules
  • All units must be completed
Prerequisites