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GrowthZone – Managing your Sales Funnel

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

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Contact Information

Name: Cheri Petterson