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