CRM

CRM

At the end of Module 9, you will be comfortable understanding/performing these tasks:

• Navigating your CRM contact record

• Creating CRM activity types

• Scheduling CRM activities

• Completing CRM activities

• Running CRM activity reports

Overview

In your GreenRope account, one of the main hubs of information for you will be the contact’s record. In the record you will be able to view their contact details, CRM activities, and more.

Your CRM activities will be used to develop, manage, and grow your relationships with your contacts.