Get Smarter, Get Ahead with B2L training
We will take care of your CRM setup while you focus on your business and sales strategies. A dedicated expert with extensive knowledge will be assigned to you to handle the setup and customization.
Contact Us
Enterprice Edition
Professional Edition
Basic₹ 2000Duration - 10 Hours |
Intermediate₹ 4000Duration - 10 Hours |
Advanced₹ 8000Duration - 10 Hours |
|
Settings
|
|
|
|
Personal Settings
|
|
|
|
Organization Settings
|
|
|
|
User Setup
|
|
|
|
Roles and Profiles
|
2
|
5
|
10
|
Territory Management
|
1
|
3
|
5
|
Roles and Profiles
|
2
|
5
|
10
|
Customization
|
|
|
|
Custom Fields
|
50
|
100
|
250
|
Custom Modules
|
1
|
2
|
5
|
Custom Layouts
|
|
1
|
3
|
Custom Views
|
1
|
3
|
5
|
Contextual Related Lists
|
1
|
3
|
5
|
Templates
|
1
|
3
|
5
|
Custom Fields
|
50
|
100
|
250
|
Custom Views
|
1
|
3
|
5
|
Templates
|
1
|
3
|
5
|
Subforms
|
2
|
5
|
10
|
Custom Links
|
2
|
5
|
10
|
Custom Buttons
|
2
|
5
|
10
|
Layout Rules
|
1
|
3
|
5
|
Validation Rules
|
5
|
10
|
20
|
Custom Links
|
2
|
5
|
10
|
Layouts
|
1
|
1
|
1
|
Validation Rules
|
5
|
5
|
5
|
Customer Interaction Setup
|
|
|
|
Social
|
|
|
|
Telephony
|
|
|
|
Email
|
|
|
|
SalesSignals
|
|
|
|
Visitor Tracking
|
|
|
|
Customer Portal
|
|
|
|
Visitor Tracking
|
|
|
|
Workflow Management
|
|
|
|
Schedules
|
3
|
5
|
10
|
Actions
|
2
|
5
|
10
|
Assignments Rules
|
1
|
3
|
5
|
Case Escalation Rules
|
3
|
5
|
10
|
Scoring Rules
|
3
|
5
|
10
|
Actions
|
2
|
5
|
10
|
Assignments Rules
|
1
|
3
|
5
|
Scoring Rules
|
3
|
5
|
10
|
Process Management
|
|
|
|
Blueprint
|
1
|
2
|
3
|
Approval Rules
|
3
|
5
|
10
|
Custom Functions
|
1
|
2
|
3
|
Analytics
|
|
|
|
CRM Dashboards
|
3
|
5
|
10
|
CRM Custom Reports
|
|
2
|
5
|
CRM Dashboards
|
3
|
5
|
10
|
CRM Custom Reports
|
|
2
|
5
|
Marketing
|
|
|
|
Campaigns
|
1
|
2
|
3
|
Webforms
|
1
|
2
|
5
|
Auto-responders
|
|
2
|
3
|
Campaigns
|
1
|
2
|
3
|
Webforms
|
1
|
2
|
5
|
Paid Data Migration
|
2 Hours
|
4 Hours
|
8 Hours
|