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Creación de cliente potencial en Sage CRM (España)

Cree registros para capturar información aún por calificar acerca de una persona o una empresa que ha expresado interés en sus productos. Al realizar un seguimiento de esta información podría crear oportunidades futuras de ventas.

  • Published by: Sage CRM
  • Created: 12/01/2014
  • Duration: 4.52
  • Category: Sales

Field Mapping - Leads and Opportunities

This short video tutorial (00:09:10 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the System Customization badge. This lesson in particular will cover the knowledge needed to understand how to safely link fields from the Lead entity to the Opportunity entity so that no custom data is lost when promoting a Lead within Sage CRM.

  • Published by: Jeff Richards
  • Created: 05/12/2014
  • Duration: 9:10
  • Category: Training

Field Mapping - Leads and Company Data

This short video tutorial (00:08:03 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the System Customization badge. This lesson in particular will cover the knowledge needed to understand how to safely link fields from the Lead entity and the Company entity so that no custom data is lost when promoting a Lead within Sage CRM.

  • Published by: Jeff Richards
  • Created: 05/12/2014
  • Duration: 8:03
  • Category: Training

Creating lead records

Create records to capture unqualified information about a person or company who has expressed interest in your products. By following up on this information, you could create future sales opportunities.

  • Published by: Valerie Moutin, Sage CRM
  • Created: 03/18/2014
  • Duration: 3.53
  • Category: Tutorial

Converting leads into opportunities

Distinguish between an unqualified prospect and a prospect that you feel will result in a sale. The point at which you convert a lead to an opportunity depends on your own company business process. Learn about the main characteristics of an opportunity and how to convert a lead to an opportunity.

  • Published by: Valerie Moutin, Sage CRM
  • Created: 03/18/2014
  • Duration: 3.46
  • Category: Tutorial