Kommo CRM Training Course

Lesson 1 • Understanding Leads, Contacts, and Companies

Defines the three core data entities and their relationships within Kommo. Correct entity usage prevents data errors in later pipeline work.

Lesson 2 • Navigating the Kommo Interface

Maps every major UI element including the sidebar, dashboard, and global search. Students gain confidence in moving between modules without assistance.

Lesson 3 • Account Setup and Workspace Configuration

Guides students through creating an account, setting up a workspace, and configuring basic preferences. This prepares the environment for hands-on practice.

Lesson 1 • Organising Contacts with Tags and Segments

Explains tagging logic and segment filters for grouping contacts by criteria. Segmentation enables targeted communication and reporting.

Lesson 2 • Linking Contacts to Companies

Demonstrates how to associate contacts with company records and manage hierarchical relationships. Proper linking supports account-based sales strategies.

Lesson 3 • Importing Contacts in Bulk

Covers CSV import workflows, field mapping, and error resolution. Bulk import skills allow teams to migrate existing databases quickly.

Lesson 4 • Creating and Editing Contact Records

Teaches manual record creation, field editing, and profile enrichment. Accurate contact data is the foundation of effective pipeline management.

Lesson 1 • Adding and Moving Leads Through Stages

Covers creating leads, attaching contacts, and dragging cards across the Kanban board. Smooth lead movement keeps pipeline data current and reliable.

Lesson 2 • Pipeline Architecture Fundamentals

Explains pipeline stages, their purpose, and how they map to sales process steps. A well-designed pipeline is the backbone of accurate forecasting.

Lesson 3 • Filtering and Sorting the Pipeline View

Demonstrates filter and sort options to focus on priority leads. Efficient filtering reduces time spent searching and improves daily prioritisation.

Lesson 4 • Lead Card Fields and Custom Data

Teaches adding custom fields to lead cards for deal-specific information. Rich lead data supports better qualification and reporting.

Lesson 1 • Using the Unified Inbox

Explains the inbox layout, conversation threading, and assignment logic. A unified inbox eliminates channel-switching and speeds up response times.

Lesson 2 • Conversation Routing and Assignment Rules

Configures automatic routing of incoming messages to the right agent or team. Proper routing prevents missed conversations and balances workload.

Lesson 3 • Connecting Messaging Channels

Covers integrating WhatsApp, Instagram, Facebook Messenger, and email into Kommo. Channel connectivity is the core value proposition of the platform.

Lesson 4 • Sending Messages and Using Templates

Teaches composing messages, using saved reply templates, and attaching media. Templates ensure brand-consistent communication at scale.

Lesson 1 • Configuring Pipeline Triggers

Teaches setting triggers that fire on stage changes, field updates, or time delays. Triggers automate repetitive actions tied to pipeline events.

Lesson 2 • Introduction to Kommo Automation Logic

Explains the event-condition-action model underlying all Kommo automation. Understanding this model is required before building any bot or trigger.

Lesson 3 • Testing, Debugging, and Optimising Automations

Provides methods for testing automations safely and diagnosing failures. Reliable automations require systematic testing before going live.

Lesson 4 • Building Your First Salesbot

Walks through the Salesbot builder interface to create a simple lead qualification bot. Students will produce a working bot by the end of this section.

Lesson 1 • Recurring Tasks and Reminders

Teaches setting up recurring tasks and automated reminders for routine activities. Recurring tasks reduce manual scheduling for repetitive follow-up cycles.

Lesson 2 • Creating and Assigning Tasks

Covers task creation, due dates, priority levels, and assignment to team members. Tasks are the primary tool for tracking individual follow-up commitments.

Lesson 3 • Managing the Task Feed and Calendar

Explains the task feed view and calendar integration for daily planning. Visualising tasks by date prevents overdue follow-ups and missed deadlines.

Lesson 1 • Team and Individual Performance Reports

Covers activity-based reports showing calls, tasks, and messages per team member. Performance data supports fair coaching conversations and goal setting.

Lesson 2 • Building Custom Dashboards

Guides students through selecting widgets and arranging a custom analytics dashboard. Custom dashboards surface the metrics most relevant to each role.

Lesson 3 • Overview of Kommo's Reporting Suite

Maps all available report types and their data sources within Kommo. Knowing which report answers which question saves time during analysis.

Lesson 4 • Revenue Forecasting and Goal Tracking

Explains how to set revenue goals and use pipeline data to project future income. Forecasting aligns sales activity with business targets.

Lesson 1 • Native Integrations Marketplace

Surveys available native integrations including email marketing, telephony, and e-commerce tools. Native integrations require no coding and deliver immediate value.

Lesson 2 • Introduction to the Kommo Public API

Introduces REST API authentication, endpoints, and rate limits for developers. API access unlocks custom integrations beyond the native marketplace.

Lesson 3 • Connecting Telephony and Call Tracking

Covers linking VoIP providers to Kommo for click-to-call and automatic call logging. Call data enriches contact timelines and supports activity reporting.

Lesson 4 • Using Webhooks for Real-Time Data Sync

Explains outbound webhooks that push Kommo events to external systems instantly. Webhooks enable real-time data sync without polling the API.