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