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CYVERRA VERIDIONCYVERRAVeridion
Intermediate · One-time purchase

CRM Administration

Administer a CRM: configuration, users, roles, permissions, fields, workflows, automation, dashboards and data management.

IntermediateMedium
30 hours 0 lessons Certificate on completion EN

Level & requirements

IntermediateMedium

Strengthen your skills and work more independently.

Required experience
Some hands-on experience or completion of the beginner and junior courses.
Prerequisites
None — you can start today.
Career roles this supports
CRM Specialist

Recommended next step — Professional level

CRM Sales Management →

CRM Administration is a professional, project-driven course designed for career-focused learners. Across 40 lessons in 10 modules you build hands-on skills, complete practical exercises, and finish a real project that is assessed against professional standards.

What you will learn

  • Configure a CRM for a team
  • Manage users, roles and permissions
  • Build fields, workflows and automation
  • Create dashboards and reports

Curriculum

CRM Configuration

Configuration approach · Settings · Module setup · Configuration control

  • Lessons are being published.

Users

User lifecycle · User profiles · Assigning users · User adoption

  • Lessons are being published.

Roles

Role design · Role permissions · Role hierarchy · Role review

  • Lessons are being published.

Permissions

Permission models · Record access · Field access · Auditing

  • Lessons are being published.

Fields

Field types · Custom fields · Layouts · Data validation

  • Lessons are being published.

Workflows

Workflow design · Approvals · Escalation · Workflow testing

  • Lessons are being published.

Automation

Automating tasks · Rules and triggers · Notifications · Automation care

  • Lessons are being published.

Dashboards

Designing dashboards · Widgets and KPIs · Role-based dashboards · Maintaining

  • Lessons are being published.

Reports

Report types · Building reports · Scheduling · Report quality

  • Lessons are being published.

Data Management

Data import · Data quality · Deduplication · Archiving

  • Lessons are being published.

Requirements

  • No prior experience required
  • A computer with internet access
  • Commitment to the practical project