Table of Contents

• Sales Funnel (Member Recruitment) Overview
• Sales Funnel Initial Setup
  • Setup Sales Funnel Categories
  • Setup Sales Sources
  • Setup Sales Stages
  • Setup Sales Disposition
  • Setup Timeline Items
  • Automating Timeline Items
    • Timeline Item Applied To New Opportunities
    • Timeline Item Applied To Signups
  • Configure Sales Opportunity Status Reasons
  • Configure Sales Opportunity Auto-Reminder Rules
  • Sales Proposal Settings
  • Create a Sales Proposal Template
• Create a Sales Opportunity
  • Create a Sales Proposal
  • Share Sales Proposal with Prospect
  • Sales Proposal Timeline
    • Add an item to the Sales Proposal Timeline
• Sales Funnel Reports
• Sales Funnel Video Tutorials