This interactive guide will help you master your CRM system, track your progress, and provide helpful prompts and resources along the way. Your CRM will become the central hub for all your customer communications and sales tracking.
Get instant help with your CRM questions and custom guidance for your specific needs
This course will take you step-by-step through every essential feature of your CRM system:
1. Welcome to Your CRM - Overview and getting started
2. Getting Around - Navigating the dashboard and interface
3. Setting Up Your Profile - Personalizing your account
4. Conversations - Managing all your communications
5. Contacts - Organizing your network
6. Opportunities - Tracking your sales pipeline
7. Calendar & Daily Workflow - Scheduling and productivity
8. Mobile On the Go - Using your CRM anywhere
Understanding your dashboard is the foundation of CRM success. Note the key elements of your dashboard below as you explore.
Practice navigating between the core sections of your CRM. Check each item as you successfully locate and explore it.
A complete profile ensures proper attribution of your activities and helps teammates identify you.
Configure how you'll communicate with clients and how you'll receive system notifications.
The conversations area provides a unified inbox for all your client communications across channels.
Practice initiating different types of communications with your contacts.
Your contacts are the heart of your CRM. Practice these essential contact management skills.
Learn to organize contacts efficiently for easy retrieval and targeted communication.
The pipeline gives you visual tracking of sales opportunities through each stage of your process.
Develop your approach to managing opportunities effectively.
Your CRM calendar helps you manage appointments and see your schedule at a glance.
Establish a routine to keep your CRM updated and make the most of the system.
Use this checklist as your daily guide to CRM productivity.
The mobile app allows you to manage your CRM from anywhere, responding to leads within minutes.
Define how you'll incorporate the mobile app into your daily workflow.
Getting Around
Getting Around
Profile Setup
Profile Setup
Conversations
Conversations
Contacts
Contacts
Opportunities
Opportunities
Calendar & Workflow
Calendar & Workflow
Mobile App
Mobile App
CRM
Customer Relationship Management. Software that helps businesses track interactions with prospects and customers to improve relationships and drive growth.
Pipeline
Visual representation of your sales process that tracks opportunities as they move through stages from lead to closed deal.
Opportunity
A potential sale or deal that is tracked through your pipeline, often with a value, probability, and expected close date.
Contact
An individual in your CRM database, including their information like name, email, phone, company, and interaction history.
Conversation
A communication thread with a contact across various channels like email, SMS, or social media, centralized in your CRM.
Tags
Labels that can be added to contacts, opportunities, and other CRM elements for organization, filtering, and to trigger automations.
Stage
A specific point in your sales pipeline that represents the current status of an opportunity (e.g., "New Lead," "Proposal," "Closed").
Task
An action item or to-do in your CRM that can be assigned, scheduled, and tracked to completion.
Lead
A potential customer who has shown interest in your products or services but has not yet become a paying client.
Unified Inbox
A central location in your CRM that combines all communications (emails, texts, calls) across channels in one view.
DND (Do Not Disturb)
Settings that allow you to respect contact preferences by specifying which communication channels they don't want to receive.
Smart List
A filtered view of contacts based on specific criteria, allowing you to segment and target specific groups.
Download Your Completed Workbook
Save your personalized CRM workbook with your notes, progress, and implementation plan.