CRMRun a sales pipeline that never goes cold
Four written lessons on the CRM app: reading the pipeline, working an opportunity from first contact to won or lost, planning next steps with activities, and turning the pipeline into a forecast.
Free to read. No sign-in, no card.
What you will be able to do
- Read the pipeline and see at a glance what needs attention
- Work an opportunity to won or lost, and keep a next step planned on every deal
- Turn the pipeline into a forecast you can group, filter and keep
The syllabus
Sections run in order, but every lesson stands on its own. Pick the one that matches the job in front of you.
Lead Management13 min
Performance Analysis5 min
What learners say
Who writes these
The lessons are written by the BridgeERP team that builds and supports the software, with screenshots from the same version you get on a trial. When a screen changes, the screenshots are retaken rather than patched with a note.
This course was last updated in September 2026.
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Start a free trial and follow this course on your own BridgeERP, with your own products and prices.