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Organize Your New CRM
Setup & Organize Your CRM
Setting up and organizing your CRM is a big part of making sure communication stays consistent and agents know which leads to contact as a priority. Watch the video below now, or register to see this live webinar here. This training is offered every Monday and lasts up to 30 minutes.
This training covers:
- Leads vs People
- Adding a Lead
- Add/Remove contacts from Leads Index
- Using Brivity Statuses
- Using Tags
- Creating Smart Filters (lists of contacts)