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Help & Support

  • Task Report reporting tasks
  • About the Opportunity Statistics screen opportunities reporting
  • The Client Income Report reporting
  • The Company Activity Report reporting
  • Sales Team Performance Report reporting
  • The Opportunity Lost Reasons Report reporting
  • Reporting Overview reporting

Benefits

  • RealtimeCRM vs other CRMs
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Resources

  • What is a CRM?
  • What is a Sales Pipeline?
  • Cold Email Cheat Sheet
  • B2B Cold Calling Guide
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  • Sales Negotiation Guide
  • Sales Objection Handling
  • Guide to the GDPR

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