CRM Basic Training

(4 hours)

CRM Home

• CRM Dashboard

• Alerts

• Customer Search

• Add a New Account

• Add a New Contact

• Customer CRM/Sales Overview

• To Do Items

• Emails

• Calendar Integration

• My Customers

• My Contacts

• My Favorites

• My Performance Dashboard

• My Orders

• Advertising Rep Summary

• My Commissions

CRM Sales

• Opportunities

• Proposals

• Campaigns