Become an SDR/BDR · Beginner · ~4 hours
CRM & Sales Technology
Understand CRM records, pipelines, reporting and the privacy responsibilities of sales data.
Status: Catalogue ready. Lessons, quizzes and the final assessment will be available as the course is authored, reviewed and connected to learner accounts.
Module 01 of 8
CRM fundamentals
What you'll work through
- Start with the core idea and the language used at work.
- Connect the concept to a realistic workplace situation.
- Practise explaining what you know and what you would ask next.
Practice prompt
When you meet a new topic, what is the strongest first move?
Portfolio evidence
Practical portfolio project
Design a fictional CRM pipeline with clean contact records, defined stages, follow-up tasks and a simple report.