CRM Configuration
Learn how to effectively use a CRM to manage your MSP’s sales process. This course covers CRM basics, helping beginners organize client data and improve sales efficiency.
Prospecting List View Configuration
Running a Prospecting Campaign
NOTE ABOUT THIS COURSE
Initial Membrain Training
How to Work a Process
How to add an Email Template
Recommended Email Templates
Email Template Creation Checklist
How to add an Automation
Recommended Automations
Call Disposition Configuration Runthrough
Note Abbreviations
Membrain Data Field Index
Data Fields needed by Process