These videos will cover how to set up Sales Pipelines to manage your Sales Opportunities.
Sales Pipeline Setup
Video recorded on November 4, 2021
What is covered:
- What a Sales Pipeline is and what you'll see
- Why it's important to have a thought out process before building a Pipeline
- How to create your Pipelines/analyze your processes to inform your Pipeline setup
- Why you should have multiple pipelines
- What Security Group Permissions you need for your Pipeline
- How to create Teams for your Pipelines and best practices
- How to add Users to Teams
- The benefits of linking Agents to Users
- How to set up a Pipeline
- Customizing stages
- Using Stage Aging and Win Probability
- Adding Closed Lost reasons
Looking for more?
Register for a live, small group session where you can learn, ask questions, and build your AgencyBloc knowledge.
Creating & Managing Opportunities
Video recorded on November 18, 2021