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TeleCRM Admin LMS

Level up your admin game with TeleCRM Admin LMS - Where skills meet simplicity!
Created By :- TeleCRM
Last updated on 5/3/2025
Course content
15 chapters · 101 topics · 4hr total lengthExpand All
Introduction of TeleCRM 1min
Create your Workspace 3min
Team invitation 1min
License management 1min
How to View Team 1min
How to delete a user 2min
How to purchase licenses 1min
Manually (Single lead) 1min
Anatomy of lead page 2min
Excel upload in TeleCRM 4min
Common Pitfalls in Excel 3min
Excel Bulk Edit 4min
Custom Assignment using Excel 2min
Custom calling campaign 3min
Button in Campaigns 3min
Filters in Campaigns 3min
How to restart a campaign 1min
Common pitfall campaign 1min
Setup your lead stages 3min
Call, WhatsApp, Emails & SMS 2min
Call, Whatsapp & SMS from Web 2min
Template management 3min
Total Calls/sales report 1min
Status-wise leads report 2min
Review your caller's work 1min
Reports download 1min
For Entire Team 1min
Daily-Annual Report 1min
Download report in excel 1min
Review your Caller's Work 1min
Leads Report in Detail 5min
Lead Reassignment Single 1min
Lead Reassignment:bulk 2min
Reassignment within Campaign 3min
Lead Assignment via workflow 1min
Create your Personalised List 2min
Create custom lead fields 2min
Text field 1min
Email field 1min
Website field 1min
Phone field 1min
Number field 1min
Currency field 1min
Tags field 2min
Dropdown field 1min
Dependent Dropdowns 3min
Date field 2min
Checkbox field 1min
Unique Field 2min
Pitfalls in Dependent dropdown 1min
Facebook 3min
Google Sheets 4min
IndiaMart 3min
WhatsApp Chat Widget 6min
JustDial 2min
99Acres 2min
MagicBricks 2min
Siksha Integration 2min
Sulekha 2min
WordPress 7min
Mcube Integration 7min
WhatsApp Integration 2min
Shopify Integration 1min
Website Integration 9min
Razorpay Integration 3min
WACA v/s WhatsApp Chat sync 1min
Location Tracking in TeleCRM 3min
Configure Telecrm in Pabbly 4min
Cloud Telephony Integration 2min
Introduction to Workflows 1min
Workflow on Lead Creation 4min
Workflow on Lead Updation 4min
Chatbot in TeleCRM 5min
Conditions in Workflows 5min
Use of Delay in Template 3min
Use of Delays in Workflow 2min
How to create API Templates 4min
WACA SET UP 6min
How to Create WACA Template 4min
How to send Single/Bulk msgs 2min
How to check broadcast report 4min
How to Create a WACA List 2min
FB Business Verification Docs 1min
FB Business Manager Creation 2min
Check your FB Business Manager 1min
Set Profile of WACA Number 1min
How to delete WACA number 1min
Create Permanent Access Token 2min
WACA Message buckets 3min
Schedules in TeleCRM 2min
What is Filter 2min
Notes Filter 2min
Payment Filter 1min
WhatsApp Chat Filter 1min
Untouched Leads Filter 1min
Status from-to filter 2min
Payment Filter 2min
Lost Lead Filter with reasons 1min
Lead Status Filter 1min
Cooling Leads Filter 1min
Create&Save a Filter 2min

Welcome to TeleCRM Onboarding:

Throughout this journey, you will gain a deep understanding of TeleCRM's features and functionalities, learning how to efficiently manage and nurture customer interactions. From organizing contact information and tracking sales leads to implementing effective communication strategies, you will discover how TeleCRM can revolutionize your approach to customer management.


Join us on this transformative learning experience and unlock the full potential of TeleCRM to enhance customer engagement, loyalty, and ultimately drive sustainable growth for your business


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