- Qualify leads to produce contacts and deals
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Demo: Add a lead 4 min
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Choose a lead status 5 min
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Demo: Log notes and calls in the activity feed 4 min
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Demo: Convert leads to contacts and deals 3 min
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Hands-on activity 5 min
- Work and close deals
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Move deals through the sales pipeline 4 min
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Create smart lists and tasks to prioritize deals 4 min
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Hands-on activity 10 min
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Knowledge check 2 min
- Course Wrap
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Summary
On-Demand: Create leads, contacts and deals to manage sales activities
Video (17 min)
Reading (10 min)
Hands-on activity (20 min)
Description
This course will show you how to pull reports in Sell and Explore to measure your Sales performance
Course Topics
- Create leads, contacts and deals to manage Sales activities.
- Add email and Voice so you can talk to your customers directly from Sell.
Audience
This course is relevant to anyone who uses Sell to document sales activities and talk to customers, including sales reps and their direct managers.
Recommended
Introduction to Sell
Instructional Designer