PUBLIC COURSE
CRM and Lead Administration
Keep relationship records accurate and actionable. Distinguish contacts, companies, leads and opportunities.
By The Outsource People →What you’ll learn
- Distinguish contacts, companies, leads and opportunities.
- Maintain reliable stages and next actions.
- Prepare imports and handoffs with duplicate controls.
A small step, at your own pace.
Your complete course includes three lessons, a worked example, a reusable template, a practical assignment and a self-check quiz. The video overview is coming soon; you can start the written course now.
Start course →Course content
3 modulesFreeFull self-study course