New User SuiteCRM Overview
01
Apr
- 35 (Registered)
- (2 Reviews)
This course is great if you are new to SuiteCRM or just want a general overview of how to incorporate SuiteCRM into your sales cycle. It covers various topics from general navigations to how to create leads, opportunities, call reports, meetings, etc. As well as, best use case scenarios. The course incorporates both screenshots and videos to help you easily understand concepts.
The course is designed for sales reps and end users who use SuiteCRM every day and need to use it efficiently and get focused on their hottest Opportunities fast to shorten the sales cycle and super charge revenue.
Each lesson includes a video walkthrough and great time saving tips.
Curriculum
- 4 Sections
- 20 Lessons
- 24 Weeks
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- Getting StartedThis section cover getting you set up, and a general overview of the flow of information in SuiteCRM6
- 1.1Logging in, Resetting your password.10 Minutes
- 1.2Setting Up Your User Preferences45 Minutes
- 1.3Customizing Your Dashboard30 Minutes
- 1.4What are LEADS, TARGETS, OPPORTUNITIES, CONTACTS and ACCOUNTS15 Minutes
- 1.5Stages/Status: How to Use them for LEADS, TARGETS and OPPORTUNITIES15 Minutes
- 1.6Getting Started Quiz #110 Minutes10 Questions
- Working With SuiteCRM RecordsThis section covers basic navigation of the CRM.6
- 3.1Adding Leads & Targets10 Minutes
- 3.2Searching for LEADS/TARGETS with List View Filters10 Minutes
- 3.3Global Searching, What’s the Difference?10 Minutes
- 3.4Customizing List View for LEADS, TARGETS, CONTACTS, etc.15 Minutes
- 3.5Editing Records (Single, In-line, Batch)20 Minutes
- 3.6Working with SuiteCRM Records Quiz #210 Minutes10 Questions
- The Conversion ProcessSuiteCRM is all about moving people/companies through the sales cycle from TARGETS to LEADS and OPPORTUNITIES and closing the deal. The conversion process is how you move a person/company through the proces.3
- Working with the Major ModulesSuiteCRM has different modules that are connected to LEADS, TARGETS, ACCOUNTS, OPPORTUNITIES and CONTACTS.9
Instructor
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