Lesson 6: Sales CRM Overview

Understand the use of the CRM overview by reading the steps below

Introduction to Sales CRM:

• Overview of Sales CRM compared to Contact CRM
• Accessing Sales CRM via the Sales tab and selecting Deals

View Options:

• List view vs. Board view
• Ability to view all pipelines in List view

Understanding the Board View:

• Selecting a specific pipeline
• Working with individual deals within deal stages
• Flexibility to move deals through stages

Deal Layout:

• Details pane on the left:
  1. Basic information: deal name, amount, close date, stage, and pipeline
  2. About this deal section
  3. Button to view associated properties
• Overview and activities section in the middle
• Associations on the right:
  
     1.  Associated contacts and companies

Customisation Options:

• Customising left and right sidebars
• Accessing settings, then record customisation
• Other available customisations