The Galloper CRM training video for managers and directors contains typical manager work scenarios using Galloper CRM:

1. System start-up

2. Outgoing call
- Open the work schedule
- Open the client record
- Make the call, document the outcome of the call, update the client record's status
- Make an appointment

3. Incoming call:
- Open the client list
- Find the client record according to their name
- Open the client record, document the outcome of the call, update the status

4. Produce the invoice

5. Send the invoice

6. Inspect the list of paid and unpaid invoices

7. Look over any unfinished business, forgotten calls, call them back

8. Review the birthday list, send felicitations

Duration of the video: 9 minutes. You can download this training video from the Download/Galloper CRM page. Don't forget to turn the sound on!

Methodical video Galloper CRM for directors.

Free course "How to Increase Sales by 20%", for directors.