Welcome to the Advanced Learning Path! So far, you've learned the basics including navigation and essential features such as Relationships, Contacts, and Activities. On the Intermediate Path, you learned about Reporting and Dashboards to gather and understand your data. Now, become a power user with the advanced features of email integration, the prospect and sales cycle, InTouch, and using the mobile app.
Articles
Prospect and Sales Cycle
InTouch
Time and Expense
Email Tracking
Mobile App
If you are a System Administrator, continue your learning path here!
Videos
Prospect and Sales Cycle
InTouch
Time and Expense