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Module 2 - Learning your CRM

Module 2 - Learning your CRM

Walkthrough of CRM

🗂 Launch Pad (2 Mins)

Let’s learn how to get your launch pad set up within minutes!

🖐 Dashboard (2 mins)

Let’s learn how to get your dashboard set up within minutes!

🗓️ Calendars (5 mins)

Let’s learn how to use calendars within minutes!

📑 Conversations (3 mins)

Let’s learn how to go through the Conversations within minutes!

🕸 Contacts (4 mins)

Let’s learn how to manage your contacts within minutes!

📊 Opportunities (3 mins)

Let’s learn how to use opportunities within minutes!

📊 Marketing (2 mins)

Let’s learn how to use marketing within minutes!

💳 Payments (2 mins)

Let’s learn how to use payments within minutes!

🤖 Automations (3 mins)

Let’s learn how to use automations within minutes!

👥 Memberships (2 mins)

Let’s learn how to use memberships within minutes!

🌟 Reputation Management (3 mins)

Let’s learn how to use reputation within minutes!

📊 Reporting (3 mins)

Let’s learn how to use reporting within minutes!