Welcome to Total CRM Bites. This month we run through how you can use custom help pages and Microsoft Stream to assist your users with their CRM use and supplement their training. This can help with correct use of the system, ensure data is entered correctly and reduce support calls.
Welcome to Total CRM Bites. This session we cover the 2021 Wave 1 release, including: Updates to relevance search, New record merging experience, Mobile App update, In App notifications for users, Upgraded marketing email editor & Send marketing emails to leads and opportunities.
Welcome to Total CRM Bites. This session, we cover document and email templates and how they can help streamline your business. With the templates being: Word Templates, Excel Templates, Email Templates & Email Signatures.