| Sub-Forums | Topics | Posts | Last Post |
|---|---|---|---|
|
Session 1: Data Procurement
In this 2-hour session, users will learn and practice how to properly enter prospects into the system. The discussion will then move to best practices in tracking conversations with potential clients.
Topics: 4
Posts: 15
|
4 | 15 |
|
|
Session 2: Interacting and Qualifying Prospects
This 2-hour session will continue from the previous session. With accounts and contacts in the database, and a basic understanding of tasks and journal notes, we will start focusing on establishing and following a sales cycle.
Topics: 3
Posts: 6
|
3 | 6 |
|
|
Session 3: Quoting Products and Services in Tigerpaw
In this 2-hour session, users will learn about the quote approval process and how to easily send quotes and proposals to prospective clients.
Topics: 3
Posts: 7
|
3 | 7 |
|
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Session 4: Tracking the Completion of the Sale
In the final 2-hour session, users will learn how to create a service order from a quote. We will also discuss handling order adjustments through change orders and wrap up with a discussion on reporting.
Topics: 2
Posts: 2
|
2 | 2 |
|
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