Module 1 . Complete Guiode for CRM

1. Understanding Leads
   • Adding and Managing Leads
   • Tracking Lead Sources
   • Lead Life Stage Management
2. Follow-up Strategies
   • Creating Follow-ups for Leads and Customers
   • Setting Up Follow-up Categories for Better Tracking

Module 2: Campaigns and Proposals #

1. Campaign Management
   • Creating and Managing Marketing Campaigns
   • Tracking Campaign Effectiveness
2. Creating Proposals
   • Using the Proposal Template
   • Customizing and Sending Proposals

Module 3: Contact Management #

1. Contacts Login and Management
   • Adding New Contacts
   • Contact Login for Self-Service

Module 4: Reporting and Analysis #

1. CRM Reports
   • Generating Reports for Leads, Campaigns, and Follow-ups
   • Analyzing CRM Performance and Effectiveness