Explain how CRM works. Include concepts and processes such as:

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These are the initial steps, and they are very important. Once employees know the login information, they can use any device to continue working.



Interface functionality . Insert screenshots from the program you have chosen into the text.
Funnel . Write down the stages of the funnel, the conditions under which the transaction can move to the next stage. In this section, you can use a flow chart.
Transactions . Explain how to formalize transactions, the principles of their naming. georgia mobile database Write down which fields are mandatory, where you can make footnotes and write comments, and how to complete a transaction.
Organization of maintaining a client base
Organization of maintaining a client base
It is important for managers to monitor CRM updates. The interface may change as the system's capabilities expand over time. Regulations should be updated in a timely manner so that employees always have the latest information.

Be aware of the following common mistakes to avoid when creating instructions:

Several services are used to communicate with clients . The data is scattered across different programs and is not collected by CRM. In this case, information is always lost.
There is no structure . Employees cannot independently understand the documentation and have many questions.