Course Description

Curriculum Specialist

Sandra McDonald

Course curriculum

  • 1

    Recorded demo (Video and Audio)

    • Sales CRM 5 Minute Overview

  • 2

    Basic Operations (PDFs)

    • How to Log In and Navigate

    • How to Create a New Account

    • How to Create an Opportunity

    • How to Add Notes and Activities

    • How to Add Documents

  • 3

    Resources

    • CRM365 FAQs Reference Guide Feb 2019

    • CRM training deck ver 07.05.18