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.