Lizzy Learning Center – CRM
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General CRM Videos
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1.1) CRM Overview(21:01)
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1.1) CRM Setup (Overview) (12:08)
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1.2) Locating a Contact
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1.3) Adding a New Contact
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1.6) Merging Contacts
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1.10) Logging a Call
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1.11) Conference Calls
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1.12) Integration with VOIP
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1.13) Viewing Correspondence
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1.14) Scheduling a Callback
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1.15) Event Alerts and Invites
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1.17) Dashboard Control Panel
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1.19) Setting Up Email
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1.20) Form Emails
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1.21) Email Campaigns
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1.22) Surveys
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1.27) Importing New Contact Records From File (05:24)
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1.28) Merging Additional Contact Records (05:24)
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1.29) How to setup a Default Email Address (05:24)
CRM For Sales Department
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2.2) Cold Calling
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2.6) Sales Opportunities
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2.8) Interested Units
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2.9) Sales Pipeline
CRM For Sales Management
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3.2) Reports Overview
Miscellaneous
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4.1) Adding Custom Fields