Lizzy Learning Center – CRM

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General CRM Videos

• 0.1) How To Watch The Videos
• 1.1) CRM Overview(21:01)
• 1.1) CRM Setup (Overview) (12:08)
• 1.2) Locating a Contact
• 1.3) Adding a New Contact
• 1.4) Contact Record Overview
• 1.5) Creating Relationships Between Contacts
• 1.6) Merging Contacts
• 1.10) Logging a Call
• 1.11) Conference Calls
• 1.12) Integration with VOIP
• 1.13) Viewing Correspondence
• 1.14) Scheduling a Callback
• 1.15) Event Alerts and Invites
• 1.16) Activities Panel Overview
• 1.17) Dashboard Control Panel
• 1.18) Scheduling Activities for Others
• 1.19) Setting Up Email
• 1.20) Form Emails
• 1.21) Email Campaigns
• 1.22) Surveys
• 1.23) Reviewing Purchase History and A/R
• 1.24) View In Process Dashboard Control Panel Selection
• 1.25) Adding a Price Matrix Level to a Customer
• 1.26) Adding Additional Contact
• 1.27) Importing New Contact Records From File (05:24)
• 1.28) Merging Additional Contact Records (05:24)
• 1.29) How to setup a Default Email Address (05:24)

CRM For Sales Department

• 2.1) Setting up the Pre and Post Call Wizard
• 2.2) Cold Calling
• 2.3) Customer Sales Profile
• 2.4) Customer Lead Sources
• 2.5) Sales Progress Levels
• 2.6) Sales Opportunities
• 2.7) Sales Prospects vs Sales Opportunities
• 2.8) Interested Units
• 2.9) Sales Pipeline

CRM For Sales Management

• 3.1) Sales Manager’s Dashboard
• 3.2) Reports Overview

Miscellaneous

• 4.1) Adding Custom Fields

• Lizzy Support Rep