Why it matters

Most small businesses lose 20 to 30 percent of their pipeline because a follow-up never happened, not because the deal fell apart. A CRM makes the next step visible.

Your 15-minute practice (in your trial instance)

1. Open your instance, go to CRM and add three real contacts you actually deal with.
2. Create an opportunity for one of them and give it an expected revenue.
3. Schedule an activity (a call or an email) on it for tomorrow, so something is waiting for you.

You are done when

you have three contacts, one opportunity and one scheduled follow-up.

Want more depth? Go deeper with the full short course.

No trial yet? Start your free 7-day trial so you can practise as you read.