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Onboarding - Get to Know Your CRM (Users)

8 lessons · 74 min

Topic guide (PDF)
  1. Lesson 1Onboarding - Welcome To Your CRMLearn how to use your CRM (Customer Relationship Management) system with confidence. This course is designed for team members whose admin has already set up the account, and now need to learn how to effectively use the system for daily communication, organization, and client management. 3 minbeginner Video Guide
  2. Lesson 2Onboarding - Getting AroundLearn how to log in to your CRM system and navigate your dashboard with confidence. This lesson will show you how to access the system, understand what you're seeing on your dashboard, and locate all the essential features you'll be using daily. 6 minbeginner Video Guide
  3. Lesson 3Onboarding - Setting Up Your ProfileLearn how to personalize your CRM profile with your information, preferences, and settings. This lesson will show you how to set up your email signature, connect your calendar, configure notifications, and establish your availability for a fully customized CRM experience. 19 minbeginner Video Guide
  4. Lesson 4Onboarding - ConversationsLearn how to use the Conversations feature in your CRM to efficiently manage all communications with clients, leads, and team members. This lesson will show you how to navigate the unified inbox, respond to messages, create new conversations, and keep all your communications organized in one central location. 11 min Video Guide
  5. Lesson 5Onboarding - ContactsLearn how to effectively view, add, and update contact information in your CRM system. This lesson will show you how to navigate the contacts module, manage contact details, add notes and tasks, and use tags to organize your network. Think of the contacts feature as your company's smart address book, containing all the important information about your clients and leads in one place. 12 min Video Guide
  6. Lesson 6Onboarding - OpportunitiesLearn how to track progress for each deal or project using the Opportunities feature in your CRM. This lesson will show you how to visualize your sales pipeline, move deals through different stages, and keep your pipeline up-to-date for accurate reporting and forecasting. Whether you're managing sales leads or project workflows, the Opportunities module gives you a clear visual overview of where everything stands. 12 minbeginner Video Guide
  7. Lesson 7Onboarding - Calendar & Daily WorkflowLearn how to tie together your schedule and daily routine for maximum productivity using your CRM calendar and developing an effective workflow. This lesson will help you establish a simple daily rhythm that keeps you organized, focused, and ensures all your CRM data stays fresh and up-to-date. 6 minbeginnerFast track Video Guide
  8. Lesson 8Onboarding - Mobile On the GoSet up and navigate the mobile app to manage your business from anywhere. You'll learn how to customize your mobile dashboard, handle conversations on the go, track opportunities, and configure notifications to ensure you never miss important updates, even when you're away from your desk. 5 minbeginner Video Guide