PULSE Academy / CRM and Sales

CRM demonstration

From first contact to won deal and hand-off.

Intermediate · 7 minutes · Guided walkthrough

You'll learn to

• Work a deal from lead to delivery

A walkthrough of the sales cycle.

Steps

1. Capture a lead: Share a lead form or add a lead by hand; check for duplicates.
2. Qualify and convert: Log a call, then convert the lead to a contact, account and deal.
3. Work the pipeline: Move the deal through stages and schedule a follow-up.
4. Win and hand off: Mark it won and hand it off to delivery through Intake.

Related

• Leads, contacts and accounts
• Deals and the pipeline
• Follow-ups and email
• Set up a sales pipeline