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