This video will walk you through how to use the CRM app.
You'll see how sales users navigate from a dashboard to see their open opportunities and log follow-up interactions.
Mobile sales users can view a contact's location in a dynamic map to make in-person sales calls easier.
Plus they can update the contact's information and close the sale from anywhere.
A management dashboard gives an overview of the company's conversion rate and recently closed sales.
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Also look at "CRM App - Under the Hood" video
https://www.youtube.com/watch?v=r1-x9tCPdxw