Thrive CRM Advanced
CRM Strategy and Data Quality
Run Thrive as the account’s system of record: lifecycle stages and lead status, ownership and sharing across projects, clean data, and segments that drive automation.
About this certification
Run Thrive as the account’s system of record: lifecycle stages and lead status, ownership and sharing across projects, clean data, and segments that drive automation.
The certification is earned by passing an assessment at the end of each module. Each assessment draws its questions fresh from a larger pool, so the certification reflects what you can do rather than what you remember from a previous attempt.
Who it is for
- Experienced Thrive CRM users who set it up for others
- Administrators and leads
- Agencies running Thrive CRM for clients
Skills measured
5 modules · 15 topics
1The customer lifecycle3 topics
- Lifecycle stages and lead status
- Lead sources
- Moving people through the lifecycle
2Ownership and sharing3 topics
- Record owners
- Private and shared records
- Projects and the shared CRM
3Data quality3 topics
- Duplicates and merging
- Required fields and conventions
- Imports without damage
4Segments3 topics
- Building segments
- Segments as automation audiences
- Measuring a segment over time
5Privacy3 topics
- What a contact can ask you to delete
- Retention
- Exports and access
The exam
The exam is published with the certification in 2027. Like every VeraGen certification, each attempt draws fresh questions from a larger pool, and the certificate is kept for good.