Episode Synopsis "CRM Glossary: Opportunities"

Opportunities, deals or leads, whatever you choose to call them, means there is money to be made. The ability to easily track them in your CRM will be massive for your sales team.

Listen "CRM Glossary: Opportunities"

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• CRM Takeaways from the LA Small Business Expo - Part 3
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• CRM Glossary: Audit Logs
• CRM Glossary: Forecasts
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• CRM Glossary: Vendors
• CRM Glossary: Active vs. Inactive Users
• CRM Glossary: CRM Admin
• CRM Glossary: Templates
• CRM Glossary: Macros
• CRM Glossary: Knowledge Base
• CRM Glossary: Cases & Tickets
• CRM Glossary: Campaigns
• CRM Glossary: Accounts
• CRM Glossary: Prospects
• CRM Glossary: Lead Records
• CRM Glossary: Contact Record
• CRM Glossary: Activities - Tasks, Events & Calls
• CRM Glossary: Automation
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• CRM Glossary: Sales Pipeline or Funnel
• CRM Glossary: Buyer Persona
• CRM Glossary: Customer Lifecycle or Journey
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