LESSON 1 / 60
3 minWhy a CRM exists
A customer relationship management system, or CRM, keeps customer information and the team’s work together.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Why a CRM exists
A customer relationship management system, or CRM, keeps customer information and the team’s work together. The tabs across the top open different kinds of information.
Accounts contains companies. Start with one small action: open that tab and look at the company names. You are changing the view, not changing any customer data.
A WORKED EXAMPLE
A simple example
A company can have several contacts, opportunities, and support cases connected to it.
A common mistakeAn account here means a company; it is not your login account.
Words you’ll use in this lesson
- CRM
- A shared system for customer relationships and the work connected to them.
- Object
- A kind of information, such as Accounts or Leads.
- Account
- A company or organization the team works with.