• Switching Between Pipeline View and List View
• Adding Tags to an Opportunity
• How to Use the CRM Questionnaire
• How to Keep Track of Samples Given
• How to Use the CRM Pipeline Workflow
• How to Read and Use Opportunity Cards
• How to use the CRM Chat Feature
• Contacting the Customer in CRM
• Marking an Opportunity as Lost or Deleting an Opportunity
• The Products Stage
• The Measure Stage
• The Quote Stage
• The Order Stage