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  1. Lead Gen & CRM from Constant Contact
  2. Sales and CRM

Sales and CRM

Getting Started

  • Registering Clients and Generating Sales Materials
  • Configuring Lead Gen & CRM Operations
  • Activity Feed Overview

CRM

  • Lead Gen & CRM Overview
  • Understanding CRM Migration Tools
  • Understanding CRM Migration File Components and Fields

Sales Pipeline

  • Using the Opportunity Manager
  • Using the Opportunity Drawer
  • Using Advanced Search in the Opportunity Manager
  • Using Views in the Opportunity Manager
  • Sales Pipeline Overview
  • Creating Opportunities in Pipelines and Contact Records
See all 8 articles

Sales Reports

  • Using Custom Reports
  • List of Custom Report Widgets
  • Sales Reports Overview
  • Pipeline Value Report Overview
  • Opportunity Health Report Overview
  • Conversion Analysis Report Overview
See all 10 articles

Sales Dialer

  • Using the Sales Dialer
  • Configuring Sales Dialer Settings
  • Reviewing Call Recordings and Transcriptions
  • Understanding Consent and Recording Laws

Meetings

  • Connecting Email Accounts to Meetings
  • Using Meetings
  • Sharing Meetings
  • Editing Settings for Meetings
  • Administrator Settings for Meetings
  • For Administrators: Configuring Custom Domain Settings for Meetings
See all 7 articles

Accounts

  • Using the Account Manager
  • Accounts Overview
  • Leaving and Editing Notes in Accounts
  • Configuring Account Company Information
  • Configuring Custom Fields for Accounts
  • Setting Contacts to Accounts
See all 14 articles

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