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HB CRM videos

Updated over 2 weeks ago

Sales Admin - Setting up Segmentation Rules

Sales Admin - Creating a New Prospect Campaign

Sales Admin - Changing the Spotler Password in COINS

Sales Admin - Recording Footfall Traffic

Cash Entry

Prospects Workbench - Overview

Prospects Workbench - Maintain Prospect Events

Prospects Workbench - Maintain Prospect Details

Prospects Workbench - Maintain Inactive Prospects

Prospects Workbench - Prospects Foot Traffic

Prospects Workbench - Prospects Mailmerge Letters

Prospects Workbench - New Prospects Mailmerge

Prospects Workbench - Add New Prospects

Prospects Workbench - Prospects Status Setup

Prospects Workbench - Prospects Events Setup

Prospects Workbench - Prospects Prospects Captions

Prospects Workbench - Prospects Level of Interest Setup

Prospects Workbench - Prospects Rightmove Mapping Setup

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