Learn the Basics Sales & Quoting

Sales & Quoting

  • Lesson 1: Sales Basics

    • Step 1: When to start a Sale
    • Step 2: Try it Yourself: Create a new Sale
    • Step 3: Anatomy of a Sale

  • Lesson 2: Managing the Sales Lifecycle

    • Step 1: Record your Sales Efforts
    • Step 2: Progress your Sales
    • Step 3: Building Quotes
    • Step 4: Close a Sale

  • Lesson 3: Building Quotes

    • Step 1: Quote Basics
    • Step 2: Try it Yourself: Create a Quote
    • Step 3: Anatomy of a Quote
    • Step 4: Using the Quote Approval Tool
    • Step 5: Try it Yourself: Convert to Project