CRM learning resource: courses

Lessons

38 min

Expert

Learn how to manage your records to create, edit, and organize your system data.

Summary

By managing your records you'll be able to easily work with data in your system. You can create new records, edit their details, and even add related information such as meetings, call logs, and more.

Lessons in this course

Creating a new record

Lesson

10 min

Start creating new records for all the data you'd like to add to your system. Fill out the relevant fields and learn about special fields.

Managing records

Lesson

8 min

Work with individual records using their pages, where you can delete records, duplicate records, and even add related records. For example, learn how to start adding related contacts to your accounts.

Using the stream

Lesson

20 min

Use all the different stream activities to interact with your record. Schedule meetings, send emails, write notes, upload files, and more.