GrowthZone – Managing your Sales Funnel

Description

The Sales funnel is a module that allows you to track the progress of various opportunities from Lead to Win. In this session, participants will learn how to setup and manage their sales opportunities.

Pre-requisites: v10 GrowthZone Solution Overview, v10 GrowthZone Managing Contacts & Members, v10 GrowthZone – Sales Funnel – Initial Setup

Class Length: 45 minutes

Agenda:

• Create Sales Opportunity
• Generate Proposal & Signup Link
• Understand Workflow Processes
• Understanding Timeline Items
• Generate Sales Funnel Reports