Leads
  • Create Leads
  • Edit Leads
  • Clone Leads
  • Delete Leads
  • Associate Leads
  • Convert Leads
  • Mass convert selected Leads
  • Mass convert Leads based on criteria
  • Convert Leads automatically
  • Final Test
Accounts and contacts
  • Create Accounts
  • Edit Accounts
  • Clone Accounts and manage Member Accounts
  • Delete Accounts
  • Associate Accounts
  • Create Contacts
  • Edit Contacts
  • Clone Contacts
  • Delete Contacts
  • Associate Contacts
  • Final Test
Deals
  • Create Deals
  • Edit Deals
  • Clone Deals
  • Delete Deals
  • Associate Deals
  • Big Deal Alert
  • Manage Potentials/Deals and Timeline
  • Final Test
Forecast, feeds and document management
  • Create forecasts based on roles
  • Forecasts based on Territory Hierarchy
  • Edit forecast settings
  • Manage forecasts
  • Feeds module
  • Use of Feeds module I
  • Use of Feeds module II
  • Manage documents
  • Manage document folders
  • Final Test
Activities
  • Differences between Task, Event and Call
  • Create Tasks associated to records
  • Create Tasks not associated to records
  • Create Events associated to records
  • Create Events not associated to records
  • Create Calls associated to records
  • Create Calls not associated to records
  • Manage Activities
  • Set recurrent activities
  • Use of CRM Calendar
  • Edit Calendar preferences
  • Delete Activities
  • Final Test
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