How does the crm concept work, the basics?

[rmuilwijk]

Hi all,

I'm a total newbie on CRM's. Technically I'll be fine, but could someone explain to me how the basics work, for example what is the flow for leads, contacts, opportunities? What becomes what in which order?

Thanks, Robin

[susiewilliams]

Hi Robin,


You might start by looking at the free online library of Sugar University classes that are offered on our website. Check out some of the training materials to give you an overview to CRM (and to Sugar).

Hope this helps,

-Susie

[rmuilwijk]

Thanks, thats the only part of the online doc I skipped. The title kinda "scared" me off, thinking I would have to be some kind of payed member. I'll look into it.