Tables and security are the plumbing. This short course looks at what an actual end user sees day to day — Sales, Marketing, and Customer Service — and how they connect.
From Lead to Opportunity to Quote to Order, and what actually changes at each step.
Segments and customer journeys — how a raw contact becomes a Lead for Sales.
Cases, queues, and how support work gets tracked and routed.
How Sales and Service share the same customer data instead of working in silos.