Managing the Sales Pipeline

Once you’ve mastered the basics of the CRM, this interactive webinar provides a more detailed look at managing your sales pipeline, using the CRM Sales tool. The webinar will last approximately 45 minutes including a Q&A session.

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We’ll demonstrate the CRM process of how to take a new prospect through your full sales cycle, from start to closure. The webinar will also cover managing and modifying your sales forecast reports.

Agenda

  • Sales lead tracking
  • Opportunities
  • Quotations
  • Forecast Reports
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