Sales
TRAINING | SALES
CRM OVERVIEW
In this video you will learn:
- How to get around the Zero BS CRM system
- Get familiar with the Sales Funnel
- Access Leads
- Task List
CONTACTING LEADS
In this video you will learn:
- The Workflow Overview
- How to mark Tasks complete
- How to document the call
SCHEDULING DISCOVERY MEETINGS
In this video you will learn:
- How to access the Discovery Appointment
- How to Schedule a Discovery Appointment for a Client
- Appointment Confirmation
