GrowthZone - Sales Funnel Initial Setup

Description

The GrowthZone 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 perform the initial setup functions to maximize use of the Sales Funnel.

Pre-requisites: GrowthZone Solution Overview, GrowthZone Managing Contacts & Members

Class Length: 45 - 60 minutes

Agenda

• Overview of Sales Funnel Module
• Initial Setup for Sales Funnel
  • Sales Sources
  • Sales Stages
  • Sales Opportunity Status Reasons
  • Auto-reminders
  • Time-line Items
• Setting up your Sales Proposal Template