Course curriculum

    1. Adding Customers and Contacts

    2. Knowledge Check: Adding Customers and Contacts

    3. The Customer Dashboard

    4. Knowledge Check: The Customer Dashboard

    5. Navigating Customer Information

    6. Knowledge Check: Navigating Customer Information

    7. Customer Settings

    8. Knowledge Check: Customer Settings

    9. Customer Portal Settings

    10. Knowledge Check: Customer Portal Settings

    11. Reusing Contacts

    12. Knowledge Check: Reusing Contacts

    1. Creating Opportunities

    2. Knowledge Check: Creating Opportunities

    3. Opportunity Settings

    4. Knowledge Check: Opportunity Settings

About this course

  • Free
  • 16 lessons
  • 0.5 hours of video content

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