New User SuiteCRM Overview
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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.
Course Content
Getting Started
This section cover getting you set up, and a general overview of the flow of information in SuiteCRM
Working With SuiteCRM Records
This section covers basic navigation of the CRM.
The Conversion Process
SuiteCRM 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.
Working with the Major Modules
SuiteCRM has different modules that are connected to LEADS, TARGETS, ACCOUNTS, OPPORTUNITIES and CONTACTS.
Instructor
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