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

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.

Suggested Role: Suggested Role 2: Suggested Role 3: Suggested Role 4:

Content
  • How It Works
  • Understanding Job Credits & Referrals Course
  • Scenario
  • LMS Training Center Database
  • Guides
  • Understanding Job Credits and Referrals Guide
Completion rules
  • All units must be completed
Prerequisites
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