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CRM Day 1: Import Records

Clues for the Clueless CRM Marketer

11/10/2018 9 min

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Episode Synopsis

Now that you're prepared, it's time to start getting that data into your CRM. Paul walks you through that process with expertise.

More episodes of the podcast Clues for the Clueless CRM Marketer

How a Sales Team Can Use Email Marketing to Follow-up with Leads 26/10/2018

Day 3 CRM: Creating Opportunities 25/10/2018

CRM Takeaways from the LA Small Business Expo - Part 4 24/10/2018

CRM Takeaways from the LA Small Business Expo - Part 3 23/10/2018

CRM Takeaways from the LA Small Business Expo - Part 2 22/10/2018

CRM Takeaways from the LA Small Business Expo - Part 1 19/10/2018

CRM Day 2: Follow-up on Activities 18/10/2018

CRM Day 2: Setting Up Views 17/10/2018

CRM Day 1: Import Data via Forms 15/10/2018

CRM Day 1: Import Data via API and Integrations 12/10/2018

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