This beginner course shows small business owners how to use a simple CRM system with help from a Virtual Assistant to track leads, follow up with contacts, and stay organized.
Lesson 1: What a Lite CRM Does
Lesson 1: What a Lite CRM Does
A lite CRM helps you store contact details, track conversations, and remember follow-up tasks. For a...
Lesson 2: Who Uses the CRM
Lesson 2: Who Uses the CRM
The owner and the Virtual Assistant both use the CRM, but in different ways. The owner may review le...
Lesson 3: Key Fields to Track
Lesson 3: Key Fields to Track
Start with the most important fields: contact name, email, phone number, source, status, last contac...
Lesson 4: Simple CRM Workflow
Lesson 4: Simple CRM Workflow
A simple workflow is: add the lead, update the status, note the last conversation, assign a follow-u...
