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CRM and Accounts Overview - sales-i Desktop

SugarCRM
6.4K subscribers
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22 views 5 months ago
Today, we will be focusing on Accounts, and the CRM Records within sales-i. Aimed at beginners, and in just 30 minutes, we’ll show you how to: • Search for Accounts Quickly and Efficiently. • Creating Advanced Searches for Customers. • How to Add Prospects and Convert them to a Customer. • Using Custom CRM Sections to your Advantage. ...more
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CRM and Accounts Overview - sales-i Desktop
0Likes
22Views
Dec 52024
Today, we will be focusing on Accounts, and the CRM Records within sales-i. Aimed at beginners, and in just 30 minutes, we’ll show you how to: • Search for Accounts Quickly and Efficiently. • Creating Advanced Searches for Customers. • How to Add Prospects and Convert them to a Customer. • Using Custom CRM Sections to your Advantage.

Follow along using the transcript.

SugarCRM

6.4K subscribers