Training Curriculum for CUBEĀ SalesĀ Contacts
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Overview of the CUBE CRM Contact Management Module
In this video, you will learn about the Contact Submodule in CUBE CRM, which helps organizations manage and track individuals they interact with. Effective contact management enhances customer relationships, increases sales efficiency, and improves communication. The module allows for creating dedicated contact records, monitoring progress, allocating resources, and setting goals. You will learn how to access the submodule, view and manage contacts, and create new contact records.
How to Import Contacts from a SpreadsheetĀ Ā
In this video, you will learn how to import contacts from a spreadsheet into the Contact Submodule of CUBE CRM. You will be guided through accessing the submodule, downloading a template, filling it with contact details, and uploading it to the system. This process helps streamline managing and tracking individuals your company interacts with.
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