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Create Your website / Website configurator
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CRM
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Manufacturing
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Project
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CRM Basics
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1.
What does CRM mean?
2.
How do you customize a stage from the main CRM dashboard (in Kanban view)?
3.
How do you schedule an activity for an opportunity from the main CRM dashboard (in Kanban view)?
4.
In the ‘Extra Information’ tab of an opportunity form, what sections of information can be found?