amoCRM Lesson 1. Theory and Preparation // amoCRM lessons // amoCRM on your own
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This is Lesson #1 of the FREE course "Self-Configuration of amoCRM"
In this lesson, we'll explore the basic concepts of amoCRM and create an action plan for further implementation.
It's recommended to complete all of the homework by the second lesson. This will help you decide on a plan for amoCRM.
Link to pay for the amoCRM plan with discounts:
https://forms.amocrm.ru/wcxwmd
/ airat_crm
Or WhatsApp: +79872123691
Submit an implementation request:
https://forms.amocrm.ru/wmdzwm
Homework for Lesson #2
1. Describe the funnel stages
2. Which fields need to be created for a deal: mandatory/optional
Homework for Lesson #3
3. Usernames and passwords for the email addresses that will be linked to amoCRM
4. Social media: prepare usernames and passwords. Create official company groups (only groups are connected to amocrm; personal accounts are not connected)
5. Messengers: prepare public accounts, have a phone number handy
Homework for Lesson #4
6. At what stage of the funnel should a manager be assigned a task or call automatically?
7. Sales plan for the company/department/manager
8. What metrics will we track: Analytics
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