Step by step training webinar for CRM Users
Topics covered in this webinar
02:45 - Web application overview
07:45 - How to install & use cratio mobile application
11:33 - CRM Data entry - Add, Edit, Re-Assign, Search
16:05 - Working on lead screen
22:00 - Opportunities (Lead Vs Opportunities)
30:26 - Sales activities in web application
36:14 - How to use mobile app for visit, attendance entry
41:00 - How to prepare & send sales quotation
45:36 - Learning reports & dashboards
Have questions?
Visit our help portal
[
support.cratio.com
]
or email us [support AT cratio.com] for any questions.