Sales
The process of tracking prospective customers.
Lead Management
An ______ _________ can be used to send emails to multiple customers at once.
Email Template
_______ are used to capture customer feedback on issues.
Cases
Creates a summarized view of CRM data.
Report
Can change properties of the CRM and manage users.
CRM Administrator
Potential sales.
Deals
Categorizing customers based on common criteria.
Segmentation
All the information pertaining to each customer in the CRM.
Customer Data
Represents Deals in their various stages.
Sales Pipeline
Reports that generate at specific intervals.
Scheduled Reports
Tasks, meetings, and Calls.
Activities
A type of email marketing.
Mass Email
A form of KB in the CRM.
Solutions
Assignment Rules
Summarized view of report data.
Dashboard
Documents generated in CRM as part of the sales process.
Quotes and Invoices
Shows further information on the outcome of emails sent from CRM.
Email Insight
Can be referenced to see what prior deals customers have engaged in.
Projects future sales performance.
Forecasting
Client Portal