GrowthZone – Managing your Sales Funnel
Monday, May 21, 2018 (10:00 AM - 11:00 AM) (CDT)
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
Event Contact
Cheri Petterson
Cheri Petterson
Monday, May 21, 2018 (10:00 AM - 11:00 AM)
(CDT)
Categories
GrowthZone Webinars
GrowthZone Webinars
Powered By GrowthZone