The Link Customer Relationship Management (CRM) System 101
VIRTUAL
Interested in growing efficiency and organization among your team of 2 or 20? Implement a Customer Relationship Management (CRM) system! Gain the knowledge to get started right away with entering accounts, opportunities, and scheduling appointments in the complimentary CRM in The Link. See an overview of reports that provide pipeline management for sales or service opportunities, close ratio and average sale detail.
Within 60 minutes you'll understand how data flows to/from The Link and DirectConnect® to optimize your team communication, enhance business management and sales follow up.
The Link Customer Relationship Management (CRM) System 101
VIRTUAL
Interested in growing efficiency and organization among your team of 2 or 20? Implement a Customer Relationship Management (CRM) system! Gain the knowledge to get started right away with entering accounts, opportunities, and scheduling appointments in the complimentary CRM in The Link. See an overview of reports that provide pipeline management for sales or service opportunities, close ratio and average sale detail.
Within 60 minutes you'll understand how data flows to/from The Link and DirectConnect® to optimize your team communication, enhance business management and sales follow up.

The Link Customer Relationship Management (CRM) System 101
VIRTUAL
Interested in growing efficiency and organization among your team of 2 or 20? Implement a Customer Relationship Management (CRM) system! Gain the knowledge to get started right away with entering accounts, opportunities, and scheduling appointments in the complimentary CRM in The Link. See an overview of reports that provide pipeline management for sales or service opportunities, close ratio and average sale detail.
Within 60 minutes you'll understand how data flows to/from The Link and DirectConnect® to optimize your team communication, enhance business management and sales follow up.
Upcoming Events
Duration: 60 minutes
Start Time: 1:00 pm PT; 2:00 pm MT; 3:00 pm CT; 4:00 pm ET
There are no upcoming events. Please check back later.
Agenda
Day One
8:00 | Check in & light breakfast |
8:30 | Opening & Introductions |
8:45 | Measuring & Best Practices |
9:45 | Duette® LiteRise® Adjustments & Repairs |
10:45 | Advanced Measuring Tools Activity |
11:00 | Luminette® Installation |
12:15 | Lunch |
1:00 | Manufacturing Plant Tour |
2:00 | Duette® VertiGlideTM Installation |
3:00 | Online Tools Activity |
3:45 | Silhouette® with UltraGlide® Adjustments & Repairs |
Day Two
8:00 | Check in & light breakfast |
8:30 | PowerView® Gen 3 Demo & Activity |
10:00 | Drapery Installation Overview |
11:30 | Roller Shade Options |
12:00 | Roller Shade LiteRise® & Cordless Installation & Adjustment |
12:30 | Lunch |
1:00 | The business of being an Installer |
2:00 | NewStyle® Shutters Installation |
3:00 | Palm BeachTM Shutters Installation |
3:45 | Professionalism; Next Steps & Closing |