Pipeline in depth — the whole series, chapter by chapter

All six in-depth parts in one video, with a chapter list to jump straight to any feature: contacts and organizations, staying in touch, leads, deals, quote to sales order, and campaigns and reports.

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语言
English
时长
26:29
字幕
English

此视频暂无中文版录制内容，将以English播放。

章节

  1. 0:00Contacts · Where this lives
  2. 0:26Contacts · Same record, two doors
  3. 0:39Contacts · The relationship is a sales signal
  4. 1:09Contacts · Who owns the customer
  5. 1:30Contacts · What Pipeline adds to the page
  6. 1:54Contacts · Ask Luma
  7. 2:25Staying in touch · Where this lives
  8. 2:52Staying in touch · Log an activity on a contact
  9. 3:18Staying in touch · The same history from a deal
  10. 3:41Staying in touch · One activity, many contacts
  11. 4:00Staying in touch · Who did we actually reach?
  12. 4:15Staying in touch · Message a contact and read the thread
  13. 4:33Staying in touch · How often should we talk?
  14. 4:50Staying in touch · Remind me
  15. 5:10Staying in touch · When PanLuma reminds you on its own
  16. 5:28Staying in touch · Follow a record
  17. 5:45Staying in touch · Follow-up tasks
  18. 6:06Staying in touch · Choose what reaches you, and how
  19. 6:24Staying in touch · Ask Luma
  20. 6:56Leads · Where this lives
  21. 7:17Leads · A lead is a contact
  22. 7:37Leads · Add a new lead
  23. 7:57Leads · Put an existing contact on the funnel
  24. 8:16Leads · Where leads come from without you
  25. 8:31Leads · List, board, funnel
  26. 8:50Leads · Move a lead up the funnel
  27. 9:05Leads · Many leads at once
  28. 9:13Leads · Contact a lead
  29. 9:30Leads · Who owns new leads
  30. 9:44Leads · Shape the funnel
  31. 9:59Leads · Turn a lead into a deal
  32. 10:27Leads · Straight to a quote
  33. 10:41Leads · Ask Luma
  34. 11:18Deals · Where this lives
  35. 11:51Deals · Stages and probabilities
  36. 12:12Deals · What a deal needs before it moves
  37. 12:32Deals · Create a deal
  38. 12:49Deals · The deal's details
  39. 13:04Deals · Where the deal came from
  40. 13:18Deals · The people on the deal
  41. 13:44Deals · Move the deal forward
  42. 14:08Deals · Three views of every deal
  43. 14:25Deals · Won, and lost
  44. 14:56Deals · Find, filter, act on many
  45. 15:08Deals · Files and history
  46. 15:22Deals · Stock before you promise
  47. 15:35Deals · Duplicate, archive, delete
  48. 15:45Deals · Ask Luma about this deal
  49. 16:18Quote to order · Where this lives
  50. 16:45Quote to order · Price the deal
  51. 17:22Quote to order · Preview and issue
  52. 17:33Quote to order · Send it
  53. 17:52Quote to order · A second option for the customer
  54. 18:05Quote to order · The quote lives in Sales
  55. 18:21Quote to order · Change a quote you've already sent
  56. 18:38Quote to order · Every quote in one place
  57. 18:49Quote to order · A quote from the customer's own list
  58. 19:05Quote to order · The customer says yes
  59. 19:26Quote to order · One record, two names
  60. 19:50Quote to order · From the deal's side
  61. 19:59Quote to order · An order that started in Sales
  62. 20:15Quote to order · The customer says no
  63. 20:33Quote to order · What happens next, and where
  64. 20:45Quote to order · Your style on every quote
  65. 21:01Quote to order · The columns on the line table
  66. 21:15Quote to order · Terms and conditions
  67. 21:27Quote to order · Document numbering
  68. 21:44Quote to order · Ask Luma
  69. 22:22Campaigns and reports · Where this lives
  70. 22:43Campaigns and reports · Start a campaign
  71. 23:11Campaigns and reports · The people a campaign reaches
  72. 23:29Campaigns and reports · What the campaign produced
  73. 23:46Campaigns and reports · Which campaigns are working
  74. 23:54Campaigns and reports · The dashboard
  75. 24:04Campaigns and reports · Won deals over time
  76. 24:16Campaigns and reports · Win rate and stale deals
  77. 24:29Campaigns and reports · How deals move through stages
  78. 24:39Campaigns and reports · The lead funnel
  79. 24:53Campaigns and reports · Revenue and forecast
  80. 25:02Campaigns and reports · Compare the team
  81. 25:09Campaigns and reports · The activity feed
  82. 25:24Campaigns and reports · Who can see deals
  83. 25:32Campaigns and reports · Filter Pipeline by company
  84. 25:41Campaigns and reports · Export or import Pipeline data
  85. 25:53Campaigns and reports · Ask Luma

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