Using CRM Tools as a Virtual Assistant

This course is for virtual assistants who handle customer support, admin or cold-calling work and are expected to work inside a client’s CRM from day one. It teaches the everyday workflow that transfers across CRM platforms, rather than the buttons of any single system.

You will cover what a CRM actually is and where your responsibility begins and ends, how to add and update client contacts with the right fields and lead status, how to pull up an existing customer and confirm you have the right record, how to log notes, emails, calls and meetings on a contact, and how to create and work a task list so nothing is dropped.

By the end you will be able to pick up an unfamiliar CRM, add a caller to the database, continue a colleague’s open case from their notes, and plan your day from the task list with overdue work first.