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SiteSmith CRMLesson 4 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
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QuizGetting started, lesson 4 of 163 min

Quiz: getting started

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