YAM CRM and Sales Process

YAM CRM and Sales Process

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Responsible	admin
Last Update	21/08/2025
Completion Time	1 hour 28 minutes
Members	1

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- Activicty scheduling PJP
  
  Preview
- Converting Opportunity to Quotation
  
  Preview
- Opportunity Tracking & Quotation Creation
  
  Preview
- Lead Creation
  
  Preview
- Lead Dashboard Overview
  
  Preview
- CRM Reporting
  
  Preview
- Customers
  
  Preview
- Quotation Journey
  
  Preview
- Sales Product & Sales Reporting
  
  Preview
- Team Dashboard
  
  Preview