CourseSelling

CRM

4 lessons24 min2 learners11 views

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.

0 of 4 done

Play all

CRM Basics1 lesson6 min

0:28Your pipeline at a glanceVideo6 min3 questionsup to 10 karmaRead the CRM pipeline: stages, cards, expected revenue and the filter that decides whose opportunities you see.

Lead Management2 lessons13 min

0:41Work an opportunityVideo7 min3 questionsup to 10 karmaEverything on an opportunity: revenue, probability, priority, the stage bar, and the Won and Lost buttons.
0:22Plan the next step with activitiesVideo6 min3 questionsup to 10 karmaSchedule calls, emails and meetings on an opportunity, and see the whole team's next steps in the activity view.

Performance Analysis1 lesson5 min

0:44Read your pipelineVideo5 min3 questionsup to 10 karmaTurn the pipeline into a graph or a pivot table, group it the way you need, and save it as a favourite.

Run 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.

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

Run a sales pipeline: work opportunities from first contact to won, plan every next step with activities, and read the pipeline to see where revenue will come from.

Level: Basic
Lessons: 4
Videos: 4
Written lessons: 4
Quizzes: 4
Total time: 24 min
Learners: 2
Updated: October 2026
Topics: Basic