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From Import to Opportunity, Unlocking Autotask CRM

by on Oct 22, 2013

  • 318 views

This session kicks-off our Essentials track. Autotask's CRM is the foundation for all other areas in Autotask. The session will help you navigate the import tool and understand the relationship ...

This session kicks-off our Essentials track. Autotask's CRM is the foundation for all other areas in Autotask. The session will help you navigate the import tool and understand the relationship between Accounts and Contacts. It will introduce Opportunities that track your sales potential in Autotask.

This session will review the following Autotask features: Account & Contact Import- Account & Contact Relationships - Opportunities

[Presenter: Hannah Arnold, Autotask & Moderator: Katee Cufari, Autotask]

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From Import to Opportunity, Unlocking Autotask CRM From Import to Opportunity, Unlocking Autotask CRM Presentation Transcript