v10 GrowthZone - Sales Funnel Initial Setup
Thursday, September 28, 2017 (10:00 AM - 11:00 AM) (CDT)
Description
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
Event Contact
Cheri Petterson
Cheri Petterson
Thursday, September 28, 2017 (10:00 AM - 11:00 AM)
(CDT)
Powered By GrowthZone