Managing the Sales Pipeline

CRM Sales Pipeline Webinar

Once you’ve mastered the basics of the CRM, this live and interactive webinar provides a more detailed look at managing your sales pipeline, using the CRM Sales module. The webinar will last approximately 30 minutes including a 15 minutes Q&A session.

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

Next Live Webinar Dates

Please note international time zones

Wednesday 27 November 2019

USA 8:00 am (PST), 11:00 pm (EST), UK 4:00 pm (GMT)

CRM 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 webinar dates you can watch a recording by registering here.