About
Once you’ve mastered the basics of the CRM, this live and interactive webinar provides a more detailed look at managing your sales pipeline, using the CRM Sales tool. The webinar will last approximately 30 minutes including a Q&A session.

We’ll demonstrate the CRM process of how to take a new prospect through your full sales cycle, from start to closure. The webinar will also cover managing and modifying your sales forecast reports.
Agenda
  • Sales lead tracking
  • Opportunities
  • Quotations
  • Forecast Reports
Presenter
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David Jones
Sales Executive
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