Chapter 7: Strategic Management and Competitors

Dr.Nasim Matar

Dr.Trad Al-Malahmeh

Dr.Firas Omar
Starting CRM

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CRM Main View – Canaban View

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Creating New Opportunities

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Creating New Opportunities

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Creating New Opportunities

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Creating New Opportunities

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Creating New Opportunities

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Creating New Opportunities

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Creating New Opportunities

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Creating New Opportunities

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Creating New Opportunities

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Creating New Opportunities

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Adjusting Columns in the Pipeline

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Sales –My Pipeline

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Sales –My Activities

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Sales –My Quotations

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Sales –Teams

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Sales –Teams- Configuration

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Sales –Teams- Configuration

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Sales –Customers

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Sales –Creating New Customer

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Reporting –Pipeline

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Reporting –Activities

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Configuration –Sales Teams

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Configuration –Edit -Sales Teams

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Configuration –Create -Sales Teams

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Configuration –Create -Sales Teams

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Configuration –Create –Activity Types

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Configuration –Create –Tags

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Configuration –Create –Lost Reasons

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