CRM Training Videos for Modules - Tasks, Opportunities, Meetings, Leads, Dashboard, Calendar

Please find below the links for CRM training videos which are available on YouTube as well. These are in English as of now.

Full YouTube playlist - https://www.youtube.com/playlist?list=PL4cKW1-oRo9IvQihW6yFAMy494UihTZpv

Dashboards - https://www.youtube.com/watch?v=YiCIfPVm_Jg&list=PL4cKW1-oRo9IvQihW6yFAMy494UihTZpv&index=5

Leads - ttps://www.youtube.com/watch?v=obhGt1CKdj4&list=PL4cKW1-oRo9IvQihW6yFAMy494UihTZpv&index=1&pp=iAQB

Tasks - youtube.com/watch?v=agLZ8cP563g&list=PL4cKW1-oRo9IvQihW6yFAMy494UihTZpv&index=2&pp=iAQB

Opportunities - https://www.youtube.com/watch?v=IHaItWVU-SY&list=PL4cKW1-oRo9IvQihW6yFAMy494UihTZpv&index=4

Meetings - youtube.com/watch?v=_YmEJ1vPbcs&list=PL4cKW1-oRo9IvQihW6yFAMy494UihTZpv&index=4&pp=iAQB

Calendar - youtube.com/watch?v=_YmEJ1vPbcs&list=PL4cKW1-oRo9IvQihW6yFAMy494UihTZpv&index=4&pp=iAQB

 

In the mobile app, there is no separate menu called CRM, CRM modules can be directly be accessed via the calendar. When you click on the calendar you will be able to directly create any task, meeting, opportunity from there and you can view previously created entities by clicking on them too.