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CRM Training (Items: (Kasey on phone / CRM, How to validate commission…
CRM Training
Items:
Kasey on phone / CRM
How to validate commission (mtd my closed as won)
Using the phone to follow up
Entering accounts
Entering contacts
Entering opportunities
Proactive use:
Check accounts while prospecting (phone and pc)
Document, document, document
Commission
Closed as WON
Closed as LOST
Goal
Walk away with understanding of basic tools to meet expectations
Load CRM app onto phone
Ensure you have outlook on your phone
Nina let us use test environment for practical application
Send out agenda as part of the meeting
Time = 120 Minutes
Place - Macon - Buck Melton Community Center
March 6