Here is a series of focused videos on various topics related to the Sales Funnel module.

Webinars

• Sales Funnel Initial Setup (46 minutes)
  • Video
  • Handout
• Managing Your Sales Funnel (52 minutes)
  • Video
  • Handout

The Basics

Initial Setup

• Setup Sales Sources
• Setup Sales Funnel Status Reasons
• Configure Sales Opportunity Auto-reminders
• Configure Sales Funnel Timeline Items
• Setup Sales Proposal Template

Managing your Sales Opportunities

• Create a Sales Opportunity
• Create a Sales Proposal
• Manage Timeline

Advanced/Related Topics