Task 1: Add a new contact
Add 3 companies to the CRM and associate the contact to each of the companies but with different labels: Prior Employer, Channel Partner, Insurance Agent.
Task 2: Enrol contact into a pre-built series
The first communication needs to be an email which is already written but is personalised with the contact’s name. The second step, set to 3 days later, is for the assigned sales rep to call the contact with a provided script.
Task 3: View the timeline of an opportunity/deal
Apply a filter through the contact’s activity timeline to only show the website visits that this contact has had on the website.
Task 4: Create a list and add contacts
The marketing team is hosting an event. Create a list/campaign and add a prospect/lead and a customer contact to the event list/campaign.
Task 5: Set up a new user
A sales rep has left, but a new one has joined. …
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