Course curriculum

  • 1

    Introduction

    • What is it?
  • 2

    Sales Tab

    • Overview

    • Opportunities tab

    • Follow Up tab

    • Inactive Opps tab

    • Companies & Leads tab
  • 3

    Sales Process

    • How to send to sales

    • Create an opportunity

    • Manage your products

    • Set a cadence

    • Statuses