The Goal: Watch this recorded webinar to learn how to set up and manage your sales opportunities, tracking each one from Lead to Win.
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 set up and manage their sales opportunities. In v2, the Sales Funnel lives under Contacts, in the Sales Funnel section.
Before You Begin:
- Access to the Sales Funnel module (Go to Contacts, Sales Funnel section).
- Staff permissions to view and manage sales opportunities.
Microlearning Overview
Click the image below to start the webinar.
Step-by-Step Instructions
The webinar covers the following agenda:
- Create a Sales Opportunity.
- Generate a Proposal & Signup Link.
- Understand Workflow Processes.
- Understand Timeline Items.
- Generate Sales Funnel Reports.
Common Pitfalls
- Looking under the old Sales rail: In v2, the Sales Funnel is no longer a standalone rail. Go to Contacts, Sales Funnel section to find your opportunities.