Hubshout crm 5 2012

351 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
351
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
3
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Hubshout crm 5 2012

  1. 1. Key Parts of CRM Ability to intake leads  Website  Offline Manage actions and follow-up  Sales  Support Management reports  Where leads are in funnel  Source of leads Provision work orders for customers
  2. 2. Reseller Setup Steps Signed MSA with Portal Setup Group  Setup Lead Security Group Campaign  Must have a campaign setup with reporting only (or another paid service plan)  Setup Lead Form and select Lead Security Group User  Access to Admin and Tasks
  3. 3. Scenarios Respond to new lead Enter a lead from networking session Find all leads that need a proposal Change the status of a lead Manage my to-do list

×