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v10 GrowthZone - Sales Funnel Initial Setup

Thursday, September 28, 2017 (10:00 AM - 11:00 AM)
Event Details

The v10 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: v10 GrowthZone Solution Overview, v10 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



Additional Information
Event Contact:
Cheri Petterson
Person Contact:
Cheri Petterson
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