CRM Webinar: Sales Pipeline

Managing the Sales Pipeline

CRM Sales Webinar: Managing the Sales Pipeline

Join us for a live, 30 minute webinar showing you how manage your sales pipeline using the CRM Sales module.

This webinar will demonstrate the CRM process of how to take a new prospect through the full sales cycle, from start to closure. The webinar will also cover managing and modifying your sales forecast reports.

Other Webinar topics: An Introduction to CRM; Creating & Sending an Email Newsletter; Customising your CRM; Managing CRM Reports.

Next live CRM Sales webinar dates – please note international time zones

  • Wednesday 31st July 2019

    USA 8:00 am (PDT), 11:00 am (EDT), UK 4:00 pm (BST)

  • Reserve your place now

Managing the Sales Pipeline Webinar Agenda

The webinar will take a detailed look at the CRM sales pipeline features, including:

  • Sales lead tracking: Take prospects through your sales cycle from start to closure.
  • Opportunities: Prioritise your sales and give visibility of you and your teams’ sales pipelines.
  • Quotations: Create quotations from your Opportunities and send to your contacts.
  • Forecast Reports: Set up, manage and modify sales forecasting reports.

Here’s a blog to accompany the webinar Managing the Sales Pipeline.

Webinar On-demand

  • If you can’t make the live CRM webinar dates you can watch a recording by registering here.

  • Register to view it now

You can also learn more about CRM customisation from our tutorial videos:

  • How to create an Opportunity