TRAINING - TR-CRM-SAL

CRM - Sales

Image Description
Image Description
Target Audience Mode Sessions
Sales Manager

Online / On Premise

Session 1 (2 hours)
Sales Executive

Online / On Premise

Session 1 (2 hours)
Prerequisites
  • General understanding of Brilbook as an application.
  • Access to a Brilbook instance.
  • Modern laptop / PC with speaker & microphone for trainings.
Scope
  • Lead to opportunity
  • Opportunity regret
  • Multiple quote creation against opportunity
  • Quote to order completion
  • Update product on quote
  • Quote revision
  • Quote on hold
  • Include/ exclude order line
  • Invoice and invoice payment
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