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 you may have.