The Goal: Watch a series of focused training videos to learn how to set up and manage your Sales Funnel.
Before You Begin:
- Your account must include the Sales Funnel premium module.
- Set aside time to watch the full webinars — the recordings run between 46 and 52 minutes each.
Here is a series of focused videos on various topics related to the Sales Funnel module. To access these features, go to Contacts, click Sales Funnel.
Step-by-Step Instructions
- Sales Funnel Initial Setup (46 minutes) — learn how to configure your Sales Funnel from the ground up.
- Managing Your Sales Funnel (52 minutes) — learn how to work your opportunities day to day.
Common Pitfalls
- Skipping the handout: Each webinar has a companion handout — download it so you can follow along and reference the steps later instead of re-watching the full recording.