Active Pipeline - Working with Sales Projects

This course equips you with the skills to manage sales projects in your pipeline effectively, so you can work smarter and close more deals with confidence.

Enroll for free

Course curriculum

1

Project Views
- Using the Active Pipeline View
- Introduction to List Views and Filters
2

Working with Sales Projects
- Accessing a Sales Project
- Sales Project - Navigating the Basics
- Steps and Stages
- Who, What and Why boxes
- Activities in the Sales Project
- Activity Stream
- Company/Contact Management in a Project
- Documents
- Engagement Matrix
- More Menu