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  1. Курсы
  2. CRM
  3. CRM Lead & Opportunity Basics
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Главная └CRM └CRM Lead & Opportunity Basics

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

CRM Lead & Opportunity Basics

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In this course, you'll learn how to work with Leads using 300code.

A lead stage is an additional stage before becoming an opportunity. It’s a feature that lets you distinguish qualified opportunities —like people who contact your company directly and ask for a quote— from those who might potentially be interested in your business, such as people who visit your website, follow you on social media, or subscribe to your newsletter.


Once their interest grows enough, they are assigned to the appropriate teams and salespersons, who convert them into opportunities and send them into the sales pipeline.

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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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