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  1. Курсы
  2. CRM
  3. Won and Lost Opportunities
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Главная └CRM └Won and Lost Opportunities

CRM

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Содержание курса
  • CRM Basics
    • Introduction to 300code CRM 10 xp
      • Викторина
    • CRM Basics: All About Activities
    • CRM Basics: Probabilities & Sales Teams
    • CRM Scheduling Activities 40 xp
      • Присоединяйтесь к этому курсу для доступа к ресурсам
      • Викторина
    • Custom Activities
    • Activity Plans
    • Won and Lost Opportunities
    • Sales Teams Setup & Leads Assignment
    • CRM Activities Automations and Reporting
    • Sales Team Reporting
    • Gmail Mailbox Plugin
    • Outlook Mailbox Plugin
    • Marketing Attribution Report
    • Scheduled Activities & Moving Opportunities
    • Partner Autocomplete
  • Lead Generation
    • CRM Lead & Opportunity Basics
    • Lead Generation - Forms & Email Aliases
    • Lead Generation - Events, Appointments, and Website Visitors
    • Lead Enrichment
    • Lead Mining
  • Lead Management
    • Predictive Lead Scoring
  • Performance Analysis
    • Gamification

Won and Lost Opportunities

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In this video, learn how to mark wins and losses in 300code's CRM app!  TIMESTAMPS 00:00 INTRO 00:29 Recording wins in CRM app 01:21 Editing won opportunity 02:08 Utilizing Kanban cards 02:39 Recording losses in CRM app 02:58 Lost Reasons 04:07 Editing/restoring lost opportunity 04:26 Configuring Lost Reasons 05:36 Lost opportunities in CRM dashboard 06:25 OUTRO **Check out more 300code tutorials** - CRM Tutorial Playlist: https://youtube.com/playlist?list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF&si=O5JGb-PBpul6e0wM - CRM Basics Tutorial pt. 1: https://youtu.be/3sBjQKFcRWs - CRM Basics Tutorial pt. 2: https://youtu.be/c0vTFtwZlVI?si=5KLj3mdMtUIgDdre - CRM Wins and Losses Reporting: Coming soon! **App documentation** - CRM Documentation: https://300code.com/documentation/18.0/applications/sales/crm.html **See what 300code can do for you!** - Schedule a demo: https://300code.com/r/p1M - Start a free trial: https://300code.com/r/jYB

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