In this video, we are going to discuss the overview of CRM (Customer Relationship Management) in the Work AI. They discuss the different aspects of CRM, including lead management, deal creation, system setup, and reporting. The process of managing leads, from importing them to creating deals and categorizing them based on their status. They also demonstrate how to set up the system, including creating pipelines, stages, and sources for deals. Additionally, the reporting aspect of CRM, highlights lead reports, yield reports, staff reports, and pipeline reports. They emphasize the importance of generating these reports to track the progress and performance of deals and leads. Overall, the video provides a comprehensive overview of CRM in the workplace, covering lead management, deal creation, system setup, and reporting, and demonstrates the process of managing leads and deals, setting up the system, and generating reports to track performance and progress.

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