Master Sales/CRM Guide

This article will contain unique links, presented in order to utilizing and mastering Crelate's sales and business development pipeline. We highly recommend registering and attending our Sales & CRM Training Session that we host on a weekly basis. Learn more about:

1. What is a CRM?

2. Why your Business should track Business Development

3. Configuring your Sales Pipeline

• Using Probability

• Using a Priority

• Valuation Terminology Glossary

• What is a Custom Opportunity?

• Customizing your Lead Form

4. Managing a Lead through your Pipeline

• Using a Project

5. Converting a Lead to an Open Job