Resources for CRM Users

CRM users have unique needs regarding the series of Applications that are available such as:

• Sales Force Automation
• Campaign Manager
• Support Case Manager

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
  • Setting Up the Self-Service Portal
• Building Views and Reports