Course curriculum

  • 1

    Unit 1: Introduction to Sales Projects & the Active Pipeline

    • 1) Key information in Sales Projects

    • 2) Key information in the Active Pipeline

    • Unit 1 Quiz
  • 2

    Unit 2: Setup & Customization

    • 1) How to use Value

    • 2) How to use Probability

    • 3) Closing Dates - How it works in Membrain

    • 4) Creating a Sales Project process

    • 5) Rules & Automation

    • 6) Dynamic Process Tools

    • Unit 2 Quiz
  • 3

    Unit 3: Working with Sales Projects and the Active Pipeline

    • 1) Using the Active Pipeline View

    • 2) Using the Sales Project List view

    • 3) Working with Sales Projects

    • 4) Pipeline Analytics in Membrain

    • Unit 3 Quiz