CRM Vocabulary (gaps)

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DEVTalk 05

Филипп Леонидович

Belarus

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Compléter CRM Vocabulary (gaps)Version en ligne DEVTalk 05 par Филипп Леонидович 1 When someone fills out a form on our website , they become a in the CRM . Each activity in the CRM has an and a due date . A good gives you full visibility into your pipeline . Before the call , I always review the information in the CRM . Let me show you how the CRM is organized . This deal is in the Proposal ? we sent the offer last week . Every interaction is logged in the . All customer is stored securely in the CRM . The deal is currently " In Progress " . Click the name to see all associated deals and activities . Every member of the has their own dashboard . I added a new after our meeting ? Sarah from TechCorp . Click on the to see all the details , notes , and activities . The is worth $50 , 000 and is in the proposal stage . We track from first contact to close . The shows all deals from first contact to close . The gets a notification when there's an update to the deal .