Webinar - Tips for a Strong Sales Cycle

Webinar Follow-Up:

Tips for a Strong Sales Cycle

• The webinar video is up!
  • Check it out here

• 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.

• Helpful Resources related to the webinar:

  • Order Time Sales Cycle
  • Lead Statuses
  • Customer Types
  • Why can't I add customer types in Order Time (QBO)?
  • Set up and assign customer types in QuickBooks Online
  • Sales Reps
  • Generate a Quote
  • Create Quote Statuses
  • How to Set Up Approval Alerts
  • Video - How to Set Up Approval Alerts
  • Custom Fields & Calculated Fields
  • Webinar - Custom & Calculated Fields
  • Creating Custom Email Templates (With a Video)
• Tim Grant's Info
  • Website: https://businesssp.com/
  • Phone: 415.800.3578
  • Email: tim@businesssp.com
  • Contact Form for help with QuickBooks and adding services: https://info.ordertime.com/quickbooks