Roll-Out Incubation Phase - Group Training
The tech business analyst together with the business analyst and communications expert will hop on a call to discuss the day to day of how to use the CRM.
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Invite additional testers to CRM as additional users + provide guide in advance
Jan A.
- ❏ Learn activity dashboard
- ❏ Learn to track tasks (step 2)
- ❏ Learn to add outcomes (step 3)
- ❏ Learn to add leads to pipelines (Step 4)
- ❏ Learn to clean and management pipelines (step 5)