Start Working in CRM

Start Working in CRM

This guide shows you tips for getting started with common tasks including:

  • Find your work area in CRM
  • Work with contacts, accounts, leads and opportunities
  • Enter data quickly and easily
  • Place calls, send email and take notes
  • Check the current status of services cases for a customer
  • And much more

You’ll also learn essentials like creating a contact, viewing accounts in a list and adding contacts to an account.

Fill out the form to access this resource: