This video will cover how to set up Sales Pipelines to manage your Sales Opportunities.
Using Sales Pipeline
Video recorded on March 8, 2022
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
- Using the Leads List
- Creating Sales Opportunities (Opps)
- Moving Opps through the Sales Pipeline
- Associating Opps with Policies
- Pipeline analytics on the Dashboard
- Using standard sales reports
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