E-learning. For administrators

Transcription

1 E-learning For administrators

2 Salesbox offers free online elearning in different channels for your convenience. Even though Salesbox CRM is very easy to use and most likely you will not need to do training, a free elearning package is included in the price. You may join the online elearning sessions, view instruction videos at the Salesbox user community, read the user guide or send questions in the user community. Welcome to Salesbox CRM. We hope you will experience all the advantages of being truly mobile. We have many instruction videos describing all sections of the system. To keep you focused on the vital parts for you in your role as a sales person we recommend that you prioritise to watch the following instruction videos. 1. Miscellaneous Salesbox CRM Misc 1.1 Notifications Salesbox CRM Misc 1.2 how to add photos, documents and notes 2. Administration 3. Setup 4. Accounts Salesbox CRM Admin 2.1 Setup flow Salesbox CRM Admin 2.2 How to create and handle Sales methods Salesbox CRM Admin 2.3 Import export Salesbox CRM Admin 2.4 Transfer user Salesbox CRM Admin 2.5 How to purchase and add more users Salesbox CRM Setup 3.1 Overview setup and start video Salesbox CRM Setup 3.2 Settings wizard Salesbox CRM Setup 3.3 Import contacts from device Salesbox CRM Setup 3.4 Filter functionality and budget gap analysis Salesbox CRM Setup 3.5 Admin, manager and user roles Salesbox CRM Accounts 4.1 Search and add Salesbox CRM Accounts 4.2 lists Salesbox CRM Accounts 4.3 shortcuts Salesbox CRM Accounts 4.4 Detailed view Salesbox CRM Accounts 4.5 workspace Salesbox CRM Accounts 4.6 iphone Lists

3 5. Contacts Salesbox CRM Contacts 5.1 Search and add Salesbox CRM Contacts 5.2 lists Salesbox CRM Contacts 5.3 shortcuts Salesbox CRM Contacts 5.4 Detailed view Salesbox CRM Contacts 5.5 workspace 6. Opportunities 7. Leads 8. Tasks Salesbox CRM Opportunities 6.1 add opportunity Salesbox CRM Opportunities 6.2 lists Salesbox CRM Opportunities 6.3 shortcuts Salesbox CRM Opportunities 6.4 Detailed view Salesbox CRM Opportunities 6.5 workspace Salesbox CRM Leads 7.1 add lead Salesbox CRM Leads 7.2 lists Salesbox CRM Leads 7.3 shortcuts Salesbox CRM Tasks 8.1 add task Salesbox CRM Tasks 8.2 lists 9. For Distribution Salesbox CRM For distribution 9.1 Share task and lead. Lists and shortcuts 10. Appointments 11. Call lists Salesbox CRM Appointments 10.1 add appointment Salesbox CRM Appointments 10.2 lists Salesbox CRM Appointments 10.3 shortcuts Salesbox CRM Appointments 10.4 Edit new appointment Salesbox CRM Appointments 10.5 After appointment follow-up Salesbox CRM Call list 11.1 add list and shortcuts Salesbox CRM Call lists 11.2 Call from list and use statistics Salesbox CRM Call lists 11.3 Send and export

4 12. Market Campaigns 13. Reports Salesbox CRM Market campaigns 12.1 add campaign Salesbox CRM Market campaigns 12.2 shortcuts Salesbox CRM Market campaigns 12.3 Campaign statistics Salesbox CRM Market campaigns 12.4 Prioritised leads Salesbox CRM Reports 13.1 View single reports Salesbox CRM Reports 13.2 Create, manage and use public company reports Salesbox CRM Reports 13.3 Create, manage and use personal reports 14. Reselling Salesbox CRM Salesbox CRM Reselling 14.1 How to resell from within the system Salesbox CRM Reselling 14.2 Check statistics We also recommend you as a user to participate on the following online training sessions. Each session takes approximately 1,5 hours to conclude and there are 25 available slots per session. Check for schedules and to apply for the session that suits you. Sales step 1 1. Miscellaneous 3. Setup 4. Accounts 5. Contacts 14. Reselling Salesbox CRM Sales - Step 2 6. Opportunities 7. Leads 8. Tasks 9. For distribution 10. Appointments Sales - Step Call lists 12. Market campaigns 13. Reports Administrators 2. Administration

5 The way a CRM is meant to empower!