PULSE CRM Specialist

Capture, work and win deals, then hand them to delivery.

What you'll be able to do

• Manage leads, contacts and accounts
• Run the pipeline
• Hand off won deals

Lessons

1. Leads, contacts and accounts: Capture and organise everyone you sell to.
2. Set up a sales pipeline: Stages that match how you sell.
3. Deals and the pipeline: Run your pipeline stage by stage.
4. Follow-ups and email: Never let a conversation go cold.
5. Intake: hand a won deal to delivery: Move from signed deal to staffed project without re-typing.