*The first time accessing the free videos does require creating a Creatio user account to sign in.
Module 1: Interface Overview, Filter and Folders
Module 2: Base Management: Contacts and Accounts
Module 3: Analytics in Creatio: Working with Dashboards
Module 2: Sales Management - Opportunity Management
Module 3: Managing Invoices and Orders
Module 2: How to Process a Case (Ticket)
Module 4: Contact Center: Queues and Agent Desktop
Module 1: Email with Marketing Creatio
Module 2: Marketing Automation with Campaigns
Module 1: Interface Setup: Section Wizard & Detail Wizard
Module 3: User Role Management, Access Permissions
Module 4: System Setting & Lookups
Success with CRM Consulting Services
Video: CRM Best Practices with Paul Greenberg - aligning marketing, sales & service.
Visit our Contact page and learn more about Dick Wooden and Julie Cooper.
Call office: 269-445-3001
Success With CRM Consulting, Inc.
62417 Crooked Creek Road
Cassopolis, MI 49031-8303