Assignment

Assignment

When you want to improve your sales process you can click a menu button next to a sales record. When you open a sale record you will see the extra options that can...

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Available lessons

Take the full CRM course

"start from the beginning"

Brief overview

"sales are strongly connected with clients"

Comments and discussion

"have a discussion about the offer"

Assignment

" improve your sales process"

Details/Tasks

"details/task option that is attached to every sale"

Files

" add specific files to a sale"

Generate an invoice

"generate invoice attached to this sales record"

Convert to asset

"add to assets to save information that the client owns the service or product"

Recurring product

"offer recurring product to your clients"

Sales summary

"create a sales funnel "

Sales funnel

Streamline your sales process with an organized sales funnel. Share it with your team and automate reminders for better efficiency.

Sales funnel
Sales funnel
Sales funnel
Sales funnel
Sales funnel
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