Sales / CRM

How to work in the CRM

Content:

• Adding Notes on a Lead

• Contact and Account/Company Segmentation

• Creating a lead in FunnelBud

• Creating new Opportunity on a lead

• Creating your Sales Processes

• Creating Tasks on Leads in FunnelBud

• Editing and Creating Pipelines in FunnelBud

• FunnelBud vs. ERP

• How to log into your FunnelBud Account

• How to reset password for your FunnelBud account

• Lead Score Optimization

• Life of the lead feature

• Managing multiple teams with separate reports

• Managing leads (MQL and SQL)

• Meetings

• Onboarding sales team

• Prospecting and cold calling

• Sales Dialler

• Sales Setup

• Sending one to one emails using Smart Email Feature

• Working With Opportunities

• Using the Account Manager

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