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Utilising our record cards effectively pre and post meeting on the mobile app

SugarCRM
6.39K subscribers
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3 views 3 weeks ago
In the Second session of the series, we will be focusing on using on your record cards, key objectives during this session will include; • Accessing spending insights for our customers. • Creating meeting notes. • Adding customer opportunities to our pipeline. • Effectively preparing for our external meetings. ...more
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Utilising our record cards effectively pre and post meeting on the mobile app
0Likes
3Views
Mar 132025
In the Second session of the series, we will be focusing on using on your record cards, key objectives during this session will include; • Accessing spending insights for our customers. • Creating meeting notes. • Adding customer opportunities to our pipeline. • Effectively preparing for our external meetings.

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SugarCRM

6.39K subscribers