CRM 1 - CRM Concepts

Proposed by Kyle Robinson

Lead Creation & Assignment Requirements

Opportunity Conversion Requirements

Pipleine Management & Stages

Sales / Quotation Followup Cadence

Product Discounting / Sale Orders

Orders to Invoice - Readiness

Quotation Building

Quotation Templates

Quotation to Sale Order Concepts

About The Speaker


Kyle Robinson

Kyle Robinson

Practical Info

Date
04/23/2021 08:30 (America/Chicago)
Duration
2 hours 30 minutes
Location