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This module will introduce you to Creo's Customer Relationship Management System (CRM), designed to help you manage customer interactions, leads and prospects while collaborating and communicating with your Guldmann team.
Module 1.0
Welcome to Creo
Module 1.1
Guldmann Sales Process
Module 1.2
Account Details
Module 1.3
Account Sales Information
Module 1.4
Account Role & Function
Module 1.5
Account Contacts
Module 1.6
Notes
Module 1.7
Attachments
Module 1.8
Activities
Module 1.9
Account Opportunities
Module 1.10
Account Quotes
Module 1.11
Adding Favorites
Module 1.12
Creating Leads
Module 1.13
Filters and Saved Searches
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