LIVE! GrowthZone – Managing your Sales Funnel
Thursday, November 6, 2025 (11:00 AM - 12:00 PM) (CST)
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: GrowthZone Solution Overview, GrowthZone Managing Contacts & Members, 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
 
                        
                            Thursday, November 6, 2025 (11:00 AM - 12:00 PM)
                                (CST)
                        
                        
                    
                        
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