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Advanced Learning Path
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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

 

 

 

 

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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