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An Introduction to CRM

If you are new to SpotlerCRM, this interactive CRM webinar will show you how to get started with your CRM. The webinar will last approximately 45 minutes including a Q&A session.

Concentrating on Contact Management and the Sales Pipeline, this CRM webinar will demonstrate how the system works and looks at the various functions you’ll need to get started.

Please note international time zones

Introduction to CRM Webinar Agenda

The CRM webinar will provide an overview of SpotlerCRM including:

Contact Management: Managing company accounts and contacts together with tracking activities and setting follow-up tasks.

Pipeline Management: Sales lead tracking, taking customers from prospects through your own sales cycle to paying customers. Plus a brief look at sales reporting.

Webinar On-demand

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