In this session, we discuss working a deal through the Seller Rep Deal Pipeline addressing;
- Completing a Deal in the Pipeline
- Tracking Marketing Phase, Offers & Milestones
- Viewing Reports & Dashboards
NOTE: This was recorded with Salesforce Lightning with v6.1 of Apto. If you have any questions regarding your version, please reach out to firstname.lastname@example.org for further assistance.
- Click HERE for a quick one page pipeline cheat sheet or watch the video below