Webinar - Tips for a Strong Sales Cycle

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Webinar Follow-Up:

Tips for a Strong Sales Cycle

  • In this webinar you will learn about the following topics:

    • Lead Tracking
      • Lead Information
      • Custom Fields
    • Quick Review of the Order Time Sales Cycle
    • Quotes
      • Quote Statuses
      • Approving and Converting a Quote to a Sales Order
    • CRM Features
      • Quick Primer on Email Templates for Marketing or reaching out to a prospect
      • Alerts for Quote Approval
    • Watch until the end for the tutorial on adding fields to your Lead Details and Lead Editor Screens + Helpful information about Email Templates with Personalization Tokens.