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Telecrm Admin LMS
Telecrm Admin LMS
Created By :- Telecrm
Last updated on 8/4/2026
Course content
17 chapters · 71 topics · 2hr total length
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Workspace Creation
1 topics · 2min
Create Workspace
2min
Team and License
7 topics · 19min
Add a Single User via Web App
3min
Bulk User Upload via Excel
3min
Add a Single User via Mobile
2min
How to assign a license
2min
Delete User and Reassign Leads
4min
Reactivate a Deleted User
1min
Manage User's Availability
5min
Adding Leads
6 topics · 17min
Adding a Single Lead
2min
How to Upload an Excel
6min
Advance leads assignment
1min
Owner-specific lead assignment
1min
Pitfalls in Excel Upload
3min
Excel Bulk Leads Update
3min
Campaigns
4 topics · 8min
Buttons in Campaigns
3min
Filters in Campaign
2min
How to create a campaign
2min
Pitfalls in Campaign
1min
Lead Fields
11 topics · 16min
Text Field
1min
Phone Field
1min
Email Field
1min
Number Field
1min
Website Field
1min
Money Field
1min
Tags Field
1min
Date Field
2min
Check-Box Field
2min
Dependent Dropdown Field
4min
Pitfalls in dependent dropdown
1min
Lead Stages
2 topics · 4min
Introduction
3min
How to create Lead Status
1min
Templates
1 topics · 1min
Introduction
1min
Filters
10 topics · 16min
All Lead Page
2min
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
6 topics · 15min
Leaderboard Report
3min
Download Leaderboard Report
1min
Call Report
2min
Reporting in Detail
5min
Download your actions in Excel
2min
Leads report download
3min
Dashboard
1 topics · 2min
How to create Dashboard
2min
Permission Templates
8 topics · 17min
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
Call Recording Accessibility
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
Sales Group
1 topics · 3min
How to create Sales Group
3min
Bulk Edit
2 topics · 4min
How to a do Bulk Edit action
1min
Edit Report & Undo
4min
Edit Report & Undo
0 topics · 1min
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