Thrive CRM Professional
Customer Relationships in Thrive
Keep every customer in one place with Thrive: contacts and companies, deals, the activity timeline, outreach and tasks, and the customers that arrive from your store.
About this certification
Keep every customer in one place with Thrive: contacts and companies, deals, the activity timeline, outreach and tasks, and the customers that arrive from your store.
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
- People who use Thrive CRM every week
- Consultants delivering work in Thrive CRM
- Team members who own Thrive CRM in their company
Skills measured
5 modules · 15 topics
1Contacts and companies3 topics
- Adding and importing contacts
- Companies and who works where
- One person, one record, across projects
2Deals3 topics
- Deals and their stages
- Moving a deal forward
- Won, lost and why
3Activity3 topics
- The timeline and what writes to it
- Notes, emails and meetings
- Tasks and reminders
4Outreach3 topics
- Emailing from Thrive
- Following up with Tellagent
- Opt-outs
5Customers from Mercato3 topics
- Orders, bookings and payments on the timeline
- Lifetime value
- Opening a customer in Thrive from Mercato
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.