Marketing Platforms and CRM CRM Setup Intro | Tutorial [Video] CRM Setup Intro | Tutorial

In this tutorial for beginners, I share how to initially set up your CRM is a leading project management software that offers an awesome CRM solution for small business owners.

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Here are the chapters we are covering in this video:
0:00 Intro
0:50 Choosing a CRM template
1:40 Basic Setup of CRM and Customization
3:30 Important considerations
4:02 How to add a column
5:06 What do if they don’t have the column you need?
6:00 Summary of different column options?
6:55 Add files
7:13 Update a lead and view history

Keywords: #leads #crm #realestate #kvcore

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