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CSSK

Sales in eWay-CRM

Ernest Cory
Ernest Cory
Event Start: No scheduled dates...
(Central Time)No scheduled dates...
Microsoft Teams
30 min
Coffee and internet

This long-requested class is finally a reality! Join Ernest as he explores how to manage your sales pipeline inside of eWay-CRM.

What you will learn

  1. Converting emails into Deals
  2. Using workflow to follow the lifecycle of a sale
  3. The basics of creating a proposal and tracking revenue
  4. Reviewing your sales team’s pipeline, and other useful reports
  5. Notifications and Goals

In 30-40 minutes, we will show you how to effectively manage your and your teams' TODO list.