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Welcome
We're excited to have you on board and look forward to guiding you through the powerful features of our CRM platform. This training session is designed to help you navigate the system with ease, manage your contacts and leads efficiently, and leverage our tools to enhance your productivity. Let's get started on this journey to mastering Made Market CRM and unlocking its full potential for your success! If you have any questions along the way, feel free to ask.
Agenda
Overview of Made Market CRM
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Introduction to Made Market
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Key features and benefits, including deal management, relationship intelligence, and automated reporting
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Importance of CRM in day-to-day operations.
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Navigating the Dashboard
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Logging in and user interface
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Customizing the dashboard
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Overview of main modules (e.g., Contacts, Opportunities, Distributions, Deals)
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Managing Contacts and Leads
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Adding and editing contacts
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Importing and exporting contact lists
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Email Plug-in!
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Sales Pipeline Management
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Creating and managing opportunities
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Stages of the sales pipeline
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Using reports and analytics to track progress and performance
