Course curriculum

  • 1

    Project Views

    • Using the Active Pipeline View

    • Introduction to List Views and Filters
  • 2

    Working with Sales Projects

    • Creating Sales Projects

    • Accessing a Sales Project

    • Sales Project - Base Fields

    • Steps and Stages

    • Who, What and Why boxes

    • Activities in the Sales Project

    • Activity Toolbar

    • Activity Stream

    • Company/Contact Management in a Project

    • Documents

    • More Menu
  • 3

    Analytics

    • Pipeline Analytics in Membrain