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SiteSmith CRMLesson 2 of 16

  1. Getting started

    4 lessons

  2. Working your pipeline

    4 lessons
    • Deals and the pipeline boardReading · 6 min
    • Log activity and plan follow-upsReading · 6 min
    • Find, filter and save viewsReading · 5 min
    • Quiz: working your pipelineQuiz · 4 min

  3. Quotes, contracts and invoices

    5 lessons
    • From quote to cashAnimated · 3 min
    • Write and send a quoteReading · 7 min
    • Contracts with e-signaturesReading · 7 min
    • Invoices and paymentsReading · 6 min
    • Quiz: quotes, contracts and invoicesQuiz · 4 min

  4. Customers, data and automation

    3 lessons
    • The customer portalReading · 5 min
    • Import, reports and automationsReading · 8 min
    • Course checkQuiz · 10 min
Course page

AnimatedGetting started, lesson 2 of 163 min

How the CRM fits together

Four kinds of records
Contacts
Companies
Deals
Tasks
Quotes, invoices and contracts attach to these records.

Scene 1 of 8 · Four kinds of records

The CRM keeps four kinds of records: contacts, companies, deals and tasks. Everything else hangs off them.

0:00 / 1:16

A short animated overview of the four kinds of records and how quotes, contracts and invoices attach to them. The next lesson puts it into practice.

Questions and answers

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