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last updated 12/03/2025 #
- What two primary questions does VMG CRM seek to answer?
- Why are these important?
- Take me through an example of the financial logic of knowing the answers to the questions above?
- Which users will use the CRM module?
- Regarding salesperson user level settings, what must be done to their settings if CRM is activated? (clue, it’s about OTP’s)
- How can you tell if CRM is activated or not?
- How do we activate CRM
- Describe all the settings you need to ensure are setup before training commences.
- If my delivered value is 10 and my leads value is 150. What are my leads to delivered ratio?
- How do I add and edit reasons to recycle a lead?
- Why would a lead ever be added to the recycle bin?
- Which report can I look at to show me the amount of leads per lead source?
- How much does CRM cost?
- Which VMG product compliments CRM and how much does it cost?
- How do leads populate CRM from external advertisers?
- How else can leads be added into CRM?
- What is meant by round robin lead allocation?
- What other methods can be used for lead allocation?
- What do the colours next to leads indicate?
- What is required for a lead to be marked as contacted?
- What is logimeter?