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Productivity Passport
Practice mode · free · unlimited · not certifiable

CRM Simulation

Unscored tasks with hints and instant feedback. Practice results never become credentials.

Short lesson

Working a queue efficiently · 6 min

Triage first (category, priority), use macros for repeat answers, bulk-edit similar records, and log every customer touch.

L1Update a contactrecords

Tom Becker's new phone number is +49 30 555 0199. Update his record.

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L2Log a callrecords

You just called Maria Lopez: she wants the renewal quote by Friday. Log a call activity on her contact with that note.

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L3Pipeline reportrecords

Create a deal for Aiko Tan's company: “Tailspin rollout”, stage Proposal, amount 32000, close 2026-12-20. Then save a report named “Q4 pipeline” of deals grouped by stage.

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L4Close a deal by the bookrecords

Northwind signed. Follow the process: move “Northwind renewal” to Closed Won, log a note “Signed 2026-10-19”, and email Maria using the template “Welcome aboard”.

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