Module 2 of 3
In Progress

The Power of Sales Pipeline and Order Management


This module dives into your daily activities in Sales & Success Center. We will show you step-by-step how to track potential revenue by using opportunities. This will allow you to accurately track the progress of your accounts from initial contact to final sale. We will walk you through the Sales & Success Center pipeline and how you track opportunities as they move along the sales process from initial contact through the proposal, and to the final close. 

TIP: If you want to learn more about automating your sales processes with workflow automations in the platform take the course: Automate Sales and Marketing Workflows.