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.

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语言
English
时长
9:45
字幕
English

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