About
If you are new to Really Simple Systems, this webinar will show you how to get started with your CRM. The webinar will last approximately 45 minutes including a Q&A session.

Concentrating on Contact Management and the Sales Pipeline, this CRM webinar demonstrates how the system works and looks at the various functions you’ll need to get started.
When
Agenda
  • Contact Management: Managing company accounts and contacts together with tracking activities and setting follow up tasks.
  • Pipeline Management: Sales lead tracking, taking customers from prospects through your own sales cycle to paying customers. Plus a brief look at sales reporting.
Presenter
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Lisa Kilmister
Sales Manager
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