Course curriculum

    1. Welcome to the CRM Course!

    2. Filtering & Exporting Customers

    1. Adding a Customer

    2. Customer Record Overview

    3. Areas of the Customer Record

    4. Customer Actions

    5. Addresses & Credit Cards

    1. Notes, Flags & Tasks

    2. Adding multiple Emails and Phone Numbers

    3. Merging Customers

    1. Testing What You've Learned

About this course

  • Free
  • 11 lessons
  • 0.5 hours of video content