This “mini” course will walk you through two of most important things you should consider BEFORE you dive into your CRM system setup - Organization and Process.
In this One-hour Workshop, you will learn how to:
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- How to set yourself up for success with your CRM.
- How to keep your system organized with simple naming conventions.
- How to think through and document your existing processes.
- Where to get additional help if you need it.
You'll learn:
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This “mini” course is designed to set you and your CRM up for success by doing some important prep work BEFORE you dive into your system setups. This course will be beneficial to you if you've been using your system for a long time, too, but if you do the work right at the beginning, you'll save yourself a ton of time down the road!
What's included
4 Videos
- Introduction
- Let's Talk Organization
- Let's Talk Process
- Ready to Dive in?
- Naming Convention Cheat Sheet
- Process and Workflow Sheet