GrowthZone – Managing your Sales Funnel
Friday, April 5, 2019 (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: 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
Event Contact
Cheri Petterson
Cheri Petterson
Friday, April 5, 2019 (10:00 AM - 11:00 AM)
(CDT)
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