Solo Episode: My CRM Walkthrough
Dear Twentysomething
00:00
How to Use Your CRM to Keep Track of Your Prospects
I have 11 columns here that I use. And for me, it's really helpful to visualize it. Usually people just get added to the sales pipeline once there is like some form of contact established. So yeah, that's basically my CRM. There's a lot more you can do with it. You can send emails from here. You can export some reports. For me, I keep it really simple. Sales pipeline leads and tasks. But you can really get detailed if you want to. It probably is like a cheap CRM that isn't buggy. Let me know if you have any questions. If you enjoyed it, you can give us a follow over at Dear 20 Something on
Transcript
Play full episode
