🏭 CRM Configuration

This course will provide a comprehensive overview of how to configure your CRM system, including setting up voice and email communications and managing leads.

Setup a VoIP Line

Email Integration Office 365

Email Integration Internal SMTP

Email Integration External SMTP

Create Data Forms for Lead Imports

Import Leads to Data Form

Filter Leads

Make Your First Call

Send Your First Email

Send Your First SMS

Add Note to Lead

Setup Follow-Up Task

Add Opportunity to Lead

Add Team Member/Collab User to Lead

Change Lead Status

Drop Voicemail During Call

Edit Lead Details

Create Custom Lead Statuses

Create Custom Lead Details

Setup Email Templates

Create Custom Opportunity Statuses

Setup SMS Templates

Create & Send Proposal

Setup Call Queues

Manage Bulk Actions

Add Files to Lead

Schedule Meeting for Lead

Export Leads

Create Your First Meeting Page

Help center

Help center

🏭 CRM Configuration

Setup a VoIP Line

Email Integration Office 365

Email Integration Internal SMTP

Email Integration External SMTP

Create Data Forms for Lead Imports

Import Leads to Data Form

Filter Leads

Make Your First Call

Send Your First Email

Send Your First SMS

Add Note to Lead

Setup Follow-Up Task

Add Opportunity to Lead

Add Team Member/Collab User to Lead

Change Lead Status

Drop Voicemail During Call

Edit Lead Details

Create Custom Lead Statuses

Create Custom Lead Details

Setup Email Templates

Create Custom Opportunity Statuses

Setup SMS Templates

Create & Send Proposal

Setup Call Queues

Manage Bulk Actions

Add Files to Lead

Schedule Meeting for Lead

Export Leads

Create Your First Meeting Page