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Home └CRM └Scheduled Activities & Moving Opportunities

CRM

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Completed

Course content
  • CRM Basics
    • Introduction to 300code CRM 10 xp
      • Quiz
    • CRM Basics: All About Activities
    • CRM Basics: Probabilities & Sales Teams
    • CRM Scheduling Activities 40 xp
      • Join this Course to access resources
      • Quiz
    • 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

Scheduled Activities & Moving Opportunities

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In this video, walk through the CRM app and learn how to schedule activities from your sales opportunities, as well as how to move sales opportunities through various sales stages. TIMESTAMPS 00:00 Intro 00:40 CRM Basics Recap 00:53 CRM Activities from Kanban view 01:16 Schedule an activity with details and configurations 03:03 Checking chatter to view opportunity history and activities 03:40 Moving opportunity to other pipeline stages 04:16 Status and overview of CRM Stages 05:00 Opportunity card details 06:17 Updating opportunities 06:40 Outro **Check out more 300code tutorials** - CRM Basics Part 1: https://www.youtube.com/watch?v=3sBjQKFcRWs&t=2s - CRM Tutorial Playlist: https://youtube.com/playlist?list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF&si=O5JGb-PBpul6e0wM **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/keN - Start a free trial:  https://300code.com/r/dfY

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300code is an all-in-one ERP platform covering all your business needs: CRM, accounting, inventory, manufacturing, HR, and more.

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