CRM Portal Exercises
Practice automating CRM flows — lead management, sales pipeline, contacts, and deal analytics.
Beginner
Contact Management & Duplicate Email Detection
Beginner
4 stepsIntermediate
Create and Qualify a New Sales Lead
Intermediate
4 stepsDrag and Drop Deal Across Pipeline Stages
Intermediate
4 stepsFilter Leads by Deal Size and Stage
Intermediate
4 stepsAdvanced
Generate and Export Sales Performance Report
Advanced
4 steps