Scoring & Assessment
Learning Management Portal
SalesSmart CRM Dashboard
Explore the features of SalesSmart CRM Dashboard.
Adding a Customer
How to add a New Customer in SalesSmart for the first time.
How to add Customer Information in SalesSmart CRM.
View the functionality of the SalesSmart Performance Report
Completing Activities and Scheduling Follow Up
How to add properly record Activity and Schedule Follow Up in SalesSmart CRM.
A brief overview of what to expect when using SalesSmart for the first time.
A walk through of all functionality for Managers and Administrative Users. Look at reporting, setting targets and admin services.
Setting Staff Goals
A brief overview of setting up Staff Goals.
Overview of the features of the Manager’s Dashboad.
Manager's Performance Report
Overview of the features of the Manager’s Performance Report.