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
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
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
Susie Williams
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.
There are currently 1 users browsing this thread. (0 members and 1 guests)
Bookmarks