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CRM — 201 OKSI

CRM — 201 OKSI

Advanced OKSI CRM features for Sales Staff. Covers PCap forecasting, revenue targets, team performance dashboards, proposal planning, and best practices. Duration: 2.5 hours. Prerequisites: Complete CRM 101 (Module 09A) first.

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Responsible Jeff Raymond
Last Update 04/12/2026
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201-OKSI CRM
    • Course Overview & Learning Objectives
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    • Module 1: OKSI CRM Enhancements Overview
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    • Module 2: Pipeline Capacity (PCap) Forecasting
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    • Module 3: Revenue Targets
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    • Module 4: Revenue Forecast Report
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    • Module 5: Team Performance Dashboard
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    • Module 6: Proposal Planning in CRM
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    • Module 7: Proposal Tracker System
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    • Module 8: CRM Extension Features
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    • Module 9: OKSI CRM Best Practices
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    • Troubleshooting, FAQs & Glossary
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    • Knowledge Check: CRM — 201 OKSI
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