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WEEK 1 - Add 100 Contacts.
WEEK 2 - Create a Sales Pipeline
WEEK 3 - Add a Domain & Form
WEEK 4 - Create a Workflow
More CRM Training Videos
Week 1 - Add 100 Contacts
The first week's challenge is to log in to the Max Pro CRM and add 100 Contacts, either manually (the long way) or through importing a .CSV file.
WEEK 1 - Video
Meeting Outline - Topical Breakdown & Action Steps
Week 2 - Create a Sales Pipeline
The second week's challenge is think through the Customer Journey you want your prospects & clients to experience, then make a Sales Pipeline.
WEEK 2 - Video
Meeting Outline - Topical Breakdown & Action Steps
Week 3 - Connect a Domain & Create a Form
The third week's challenge is connect a domain (website domain) to your CRM account and then create an Form that people can fill out to add them to your Contacts.
WEEK 3 - Video
Meeting Outline - Topical Breakdown & Action Steps
Week 4 - Create an Automation / Workflow
The fourth week's challenge is create a Workflow in the Automations area to use your FORM as a trigger and add new prospects to your Contacts & Sales Pipeline
WEEK 4 - Video
Meeting Outline - Topical Breakdown & Action Steps