Create new account in CRM, log webinar registration details in spreadsheet

Create new accounts in Sage Sales Management and log webinar registration details in Microsoft Excel when new registrants sign up via Zoom. This boosts your onboarding efficiency and keeps your data organized.

Create new account in CRM, log webinar registration details in spreadsheet

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Overview

Create new accounts in Sage Sales Management and log webinar registration details in Microsoft Excel when new registrants sign up via Zoom. This boosts your onboarding efficiency and keeps your data organized.

Create new account in CRM, log webinar registration details in spreadsheet