Talking about a CRM - action verbs

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DEVTalk 07

Филипп Леонидович

Belarus

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Compléter Talking about a CRM - action verbsVersion en ligne DEVTalk 07 par Филипп Леонидович 1 The sales rep can a follow - up for next Tuesday . After the call , the manager can a note to the client card . Users can the pipeline by stage or by deal owner . The sales team can the status after each meeting . A user can a new lead from the website form . Admins can the company name if needed . Once the lead is qualified , the user can it into a deal . When the client signs the agreement , the sales team can the deal as won . 2 A manager can the lead to a sales representative . On this screen , users can the full activity history . After speaking to the client , the user can the call in the CRM . Users can the deal card to see more details . Users can the deal from " New " to " Qualified " . You can for a company by name or email address . The CRM helps the team communication with each client . Users can a proposal to the deal record .