Here's what you'll learn:
- How to save time by automating repetitive steps with Saved Actions.
- How to store the data you need the way it suits your business using Custom Fields.
- How to generate Custom Reports in a click.
- How to send professional looking sales proposals straight from the CRM with Quick Quotes.
- And how to effectively collaborate with your team, keeping them all on the same page.
On completion of the course, you will be awarded an official CRM Expert Certificate that will unlock access to advance training materials.