There is often some misunderstanding of the main modules inside the CRM and their overall relationship with one another. This tutorial focuses on where it all starts, the Leads Module, and how it relates to the other modules.
? TIME STAMPS ?
- 0:00 Intro
- 0:23 #1 – Defining a Lead
- 1:17 #2 – Lead Conversion Mapping –
- 2:35 #3 – Converting a Lead