CRM and Dialer Training
Quickly explains the key functions of each of the 4 main tabs in SugarCRM for purposes of this system.
The Leads Tab
In depth display of how to use the leads tab, and how to use it to track your sales leads.
The Opportunities Tab
In depth coverage of the opportunities Tab, and how it is used to track quotes.
The Accounts Tab
In depth explanation of the Accounts tab, and how to use it to track your customers, along with other purposes behind the information in the form.
The Cases Tab
Overview of the cases tab, explaining what it is for, why it is here, and why it is so important.
Instant Life Quoting
Single click to quote via Compulife Life Insurance Quote Engine, using settings already imported into the leads field.
Basic Dialer Use
Shows the basics of using the dialer.