Intro to Continuum CRM for Sales Counselors

This course is for Sales Counselors who are new to Continuum CRM. Once you complete the course, you’ll know how to enter records and log your daily sales related activities. The prerequisite is Getting Started with Continuum CRM.

Course Content

Lesson Content

0% Complete 0/5 Steps

List Pages – Introduction

List Pages – Part Two

List Pages – Part Three

Detail Pages – Introduction

Detail Pages – Top Tab Navigation

Lesson Content

0% Complete 0/8 Steps

Using Global Search to Avoid Duplicates

Adding a New Inquiry

Direct Access for New Inquiries

Editing an Inquiry

Merging Duplicate Records

Converting Inquiries to Prospects

Rejecting a New Inquiry

Unrejecting an Inquiry

Lesson Content

0% Complete 0/3 Steps

Adding a New Referral Source

Linking New or Existing Contacts to a Referral Source

Adding a New Prospect That Has Been Referred

Lesson Content

0% Complete 0/5 Steps

Why Each Prospect Should be a Separate Contact

Adding a Contact

Direct Access Menu for Contacts

Linking Contacts to Existing Prospect or Referral Records

Adding an RSVP to an Event

Lesson Content

0% Complete 0/5 Steps

The Prospect Center – Introduction

The Prospect Center – Activity Panel

The Prospect Center – Right Panel

Adding Appointments & Tasks

Different Views, Role Based Layouts & Field Access Grants

Lesson Content

0% Complete 0/7 Steps

The Workflow Manager and Your Sales Process

Direct Access and the Prospect Page

How to Record an Activity

SmartForms

The Readiness Indicator

Prospects on Waiting List

Re-opening a Finished Prospect