Difference between revisions of "Resources for CRM Users"
From LongJump Support Wiki
imported>Aeric m (Text replace - 'Learning Resources' to 'Learn More') |
imported>Aeric |
||
| Line 26: | Line 26: | ||
* Creating an [[Campaigns|Email Marketing Campaign]] | * Creating an [[Campaigns|Email Marketing Campaign]] | ||
* [[Self-Service Portal|Providing Customer Support]] | * [[Self-Service Portal|Providing Customer Support]] | ||
* Building [[Views and Reports]] | * Building [[Views and Reports]] | ||
Revision as of 21:27, 3 June 2011
CRM users have unique needs regarding the series of Applications that are available such as:
To learn more, select the topic you are interested in
- What is CRM?
- Basic User Interface
- Logging In
- Home Page
- Settings - Setting Up Your Account
- Adding Users, Teams, and Roles
- Customizing Objects
- Converting from a B2B to a B2C Environment
- Importing Lead or Customer Data
- Managing the Sales Pipeline
- Understanding Records
- What is a Contact?
- Working with Prospects
- Working with Accounts
- Syncing Contacts
- Tracking Opportunities and Forecasts
- Logging Calls and Activities
- Creating an Email Marketing Campaign
- Providing Customer Support
- Building Views and Reports