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Chamber Software - Membership Management SoftwareMembership Management Software

1pm - v10 Sales Funnel

Friday, April 28, 2017 (1:00 PM - 2:30 PM)
Event Details

The Sales Funnel module is used to track opportunities through sales stages, provide them with proposals that contain acceptance details.

Agenda:

  • Overview of Sales Funnel module
  • Helpful Settings
  • Creating Sales Opportunities
  • Generate Proposals
  • Update Timeline Items
  • Generate Sales Reports
Additional Information
Event Contact:
Cheri Petterson
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