CRM
Backing Up Data in Salesforce
Salesforce stores valuable business data such as customer information, leads, opportunities, contacts, accounts, and reports. Although Salesforce is a cloud-based…
Academy
CRM
Step-by-step tutorials and practical guides to help you become a better VA.
6 tutorials
CRM
How to Add a New Client in GoHighLevel (GHL)
One of the first tasks you may receive as a GoHighLevel (GHL) Virtual Assistant is creating a new client account.…
CRM
Importing Contacts into GoHighLevel (GHL) & Checking for Duplicates
One of the most common responsibilities of a GoHighLevel (GHL) Virtual Assistant is importing customer data into the CRM. Whether…
CRM
Lead-to-Deal Conversion in Zoho CRM (and How to Fix Common Errors)
One of the most important tasks in Zoho CRM is converting a Lead into a Deal. This process moves a…
CRM
Understanding Telephony in Zoho CRM
Telephony is one of the most valuable features inside Zoho CRM for sales teams, customer support representatives, and Virtual Assistants.…
CRM
VA Academy Module: Learning GoHighLevel (GHL) Without Paying for a Subscription
GoHighLevel (GHL) is one of the most in-demand CRM platforms used by marketing agencies, real estate companies, coaches, and service-based…
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