Pipeline (CRM) — from your first lead to a confirmed order
The onboarding walkthrough for a brand-new customer: what a pipeline, a lead and a deal are, the organizations, contacts and products behind them, then creating your first lead, deal and quote, moving it along the board, turning it into a confirmed sales order — and the reports and notifications that follow.
先看
本视频假定您已了解下方视频中的内容。
- 语言
- English
- 时长
- 9:45
- 字幕
- English
此视频暂无中文版录制内容,将以English播放。
接下来看
在产品中跟着操作
打开在线演示,数据已准备就绪,您可以跟着视频进行同样的操作。
