Training Topics

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Training Topics by Mind Map: Training Topics

1. Deals

1.1. Tasks

1.2. Establish $ criteria

1.3. CRUD

1.4. Stages

1.4.1. % closing

1.4.2. Pipelining

1.4.2.1. Feedback/Staleness

1.5. Linking quotes

1.6. Reporting

1.7. Mobile

1.8. Sales/AM

2. Accounts

2.1. CRUD

2.1.1. Linking to other records

2.2. Mobile

2.3. Everyone

2.4. Activities

3. Contacts

3.1. CRUD

3.2. Mobile

3.3. Scoring

3.4. Everyone

3.5. Activities

4. Vark Quotes

4.1. CRUD

4.2. Mobile

4.3. Everyone

4.4. Tasks

5. Order Tracker

5.1. CRUD

5.2. Sales/AM, PM

5.3. Tasks

5.4. How it works

6. General Concepts

6.1. Tags

6.1.1. How to use

6.1.2. Why?

6.1.2.1. influence, top10, early adopter

6.1.3. Emoji don't work

6.1.4. Everyone

6.2. Views

6.2.1. CRUD

6.2.2. Be sure to get your own records

6.2.3. Everyone

6.2.4. Advanced Views and Filters

6.2.4.1. Sales/AM, PM

6.3. Nomenclature/Hierarchy

6.3.1. SD or Sheriff's Department

6.3.2. Lt or Lieutenant or LT

6.3.2.1. Only Army does LT so don't use it where it doesn't belong

6.3.3. Quotes

6.3.3.1. How to identify them

6.3.3.1.1. Short description

6.3.4. Everyone

6.4. Form Letters

6.5. Bulk Emails

7. Leads

7.1. Converting to contact

7.1.1. QUalify/disqualify

7.2. Scoring

7.3. CRUD

7.4. Sales/AM

7.5. Tasks

8. Cases/Desk

8.1. Everyone

8.2. Tasks

8.3. CRUD

8.4. Phase 2 Training

9. Activities

9.1. Events

9.2. Phone calls

9.3. Tasks

9.4. Email

9.5. Quotes

10. Outlook add-in/Email Tracking

10.1. Installation/Configuration

10.1.1. Automatic vs manual sync

10.1.1.1. Contacts

10.1.1.2. Tasks

10.1.1.3. Calendar

10.1.1.3.1. Calendar in Outlook shows events only

10.1.1.3.2. Calendar in Zoho shows events and calls

10.1.1.3.3. Tasks are not shown on either calendar

10.1.2. Tracking emails

10.1.3. Creating contacts/leads

10.1.3.1. You must do in CRM first

10.1.4. Understanding Contacts' sync process

10.1.5. Clean slate idea

10.1.5.1. Export Contacts from Outlook

10.1.5.1.1. Delete from Outlook

10.1.5.2. Set non-synced category on private

10.2. Email etiquette

10.2.1. Cleaning emails

10.2.1.1. Disclaimers, signatures, etc.

10.3. Train once per room

10.3.1. AM

10.3.2. PM