CRM 1 - CRM & Sale Concepts
4/23/21, 8:30 AM - 4/23/21, 11:00 AM (America/Chicago) (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