Principal CRM Dashboard Tutorial
In this one-hour class, we’ll show Representatives how to easily update opportunities in their Principals’ external CRM systems. Rather than having all your users learn multiple CRM applications, focus your team on AccountManager for all their Opportunity management. An administrator can then use the CRM Dashboard tool, to quickly pull up a list of opportunities that highlights the actual changes on the screen. No more scrubbing internal reports or views looking for the items that need updating. Just copy/paste the highlighted info from AccountManager to your principal’s CRM and be done in minutes!