PSA Lunch & Learn: Understanding Job Credit & Client Ranking in Proven CRM

Описание к видео PSA Lunch & Learn: Understanding Job Credit & Client Ranking in Proven CRM

This session will allow you to understand more about ownership, referrals, automatic credit, importance of sales activities, credit alerts & job notifications etc. You will also learn client ranking and CRM financials. In the video, you will:

Understand Jobs Credit
Ownership
Referrals
Salesperson (Jobs) Salesperson (CRM)
Automatic Credit

Understand Job Credit Removal
Importance of Sales Activities
Credit Alerts & Job Notifications

Understand Client Ranking
Client Ranking Breakdown
Client Ranks
Referral vs Associated Relationships
CRM Financials
Upcoming Change


If you have more questions, feel free to contact [email protected]

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