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Telecrm Admin LMS - Next
sell-to-serve
Created By :- TeleCRM
Last updated on 10/6/2025
Course content
13 chapters · 55 topics · 2hr total length
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Introduction
1 topics · 2min
How to create Workspace
2min
Team and License
7 topics · 11min
Add Team
2min
Add Team in Bulk
3min
Assign Licenses
1min
Purchase Licenses
1min
User Deletion
3min
Reassign deleted user leads
1min
Reactivate deleted user
1min
Leads Upload
4 topics · 11min
Manual Lead
1min
Excel Upload
4min
Pitfalls in Excel Upload
3min
Advance Lead Assignment
3min
Campaigns
4 topics · 8min
Buttons in Campaigns
3min
Filters in Campaign
2min
How to create a campaign
2min
Pitfalls in Campaign
1min
Lead Stages
2 topics · 4min
Introduction
3min
How to create Lead Status
1min
Templates
4 topics · 5min
Introduction
1min
How to create Templates
3min
How to share the Templates
1min
How to delete the templates
1min
Filters
10 topics · 14min
All Leads Page
1min
How to create Filters
2min
How to share a filter
1min
Delete a filter
1min
Assignee change from and to
1min
Status change from and to
1min
Assignee Filter
1min
Lead field filter
2min
Filter your Actions
2min
Action Performed Filter
3min
Reports
4 topics · 11min
Leaderboard Report
3min
Download Leaderboard Report
1min
Call Report
2min
Reporting in Detail
5min
Dashboard
1 topics · 2min
How to create Dashboard
2min
Permission Templates
7 topics · 15min
Introduction
1min
Lead specific rights
2min
Set up your lead view
2min
Salesform Specific Rights
3min
Team and Billing rights
2min
Calling rights
2min
Permission and rights
2min
Recurring Date
4 topics · 4min
Introduction
1min
How to Create
2min
How to view Recurring Date
1min
Birthday Wish
1min
Task
4 topics · 4min
How to schedule
1min
Re-Schedule a task
1min
How to view task
1min
Common Pitfalls of Task
1min
Lead Assignment
3 topics · 6min
Upcoming Leads Assignment
3min
Existing Leads Assignment
2min
Leads Assignment in a Campaign
1min
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