Event Talus - Training starts on April 19, 2021 at 8:30:00 AM CDT
CRM 1 - CRM & Sale Concepts
4/23/21, 9:30 AM - 4/23/21, 12:00 PM (EDT) (2 hours 30 minutes)

CRM 1 - CRM & Sale Concepts



Recording Link



Lead Creation & Assignment Requirements

Opportunity Conversion Requirements

Pipeline Management & Stages

Sales / Quotation Followup Cadence

Product Discounting / Sale Orders

Orders to Invoice - Readiness

Quotation Building

Quotation Templates

Quotation to Sale Order Concepts