Module guide
CRM
What CRM is for, who uses it, the key terms, and how it connects to Sales, Contacts and Marketing.
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Daily operations
Capture and edit a lead7 min›Import leads from a file6 min›Review duplicates and merge records8 min›Qualify a lead and link a customer7 min›Move deals through the pipeline and configure stages8 min›Record products, competitors and buying roles, and raise a quotation9 min›Close a deal as won, lost or disqualified, and reopen it7 min›Plan activities, follow-ups and use My agenda8 min›Assign leads, set territories and arrange cover9 min›Submit a forecast, adjust it and track quotas8 min›Hand off campaign responses and record consent7 min›