Sales User Training

CRM Dynamics 365

Sales User Training

Duration: 1/2 day

 

Summary: The Sales User Training is designed specifically for sales staff. This course covers both the lead qualification process (often handled by telesales) and the opportunity management – including creating quotes and measuring goals.

Pre-requisites: All delegates must have attended the Foundation Course or have an equivalent level of experience.

Contents

What you will learn

Accounts, Contacts & Leads

Accounts, Contacts & Leads

Working with Leads

Working with Leads

Qualification Process

Qualification Process

Sales Process

Sales Process

Creating Quotes

Creating Quotes

Adding Products to Quotes

Adding Products to Quotes

Revising

Revising

 

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