Introduction to CRM
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Enquiry and Contact Management Training checklist
The purpose of this learning guide is to detail all the system knowledge that ServiceCloud users need to acquire in order to effectively and efficiently use the Enquiry & Contact management functionality.
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Glossary of Enquiry Management terms
The purpose of this Quick Reference Guide is to build working knowledge and understanding of the key terminology within CRM Enquiry Management.
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CRM Cheat Sheet for common actions
This guide is a cheat sheet with a number of concise sets of notes to be used as a quick reference for navigating the CRM.