Course curriculum

  • 1

    Creating your first Sales Process

    • Introduction to Processes and options for creating a new process

    • Stages Setup

    • Adding Steps to Stages

    • Adding Details to Steps

    • Additional information Boxes (Who, What, Why)

    • Probability settings
  • 2

    Adding structure to your Process

    • Events Overview

    • Process Rules Overview

    • Advanced Process Settings

    • Publishing a Process