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.
- ❏ Invite additional testers to CRM as additional users + provide guide in advance
- ❏ 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)