Course curriculum

    1. Acumatica "Favorites" - Inquiries used by Sales

    2. Understanding Lead Qualification and Contact Creation

    3. Contacts and Organization in Acumatica

    4. Activities, Task Management and Staying Organized

    5. Sales History Report

    6. Pricing and Product Checking with PPD Sales History

    7. Creating and Reviewing a Quote in the System

    8. Analyzing PPD Inventory Details for Customer Deals

    9. New Account Setup Process

    10. Navigating Customer Profiles and Business Accounts

    11. 🧭 Acumatica Workflow Process for New Sales Representatives

    12. Acumatica Quiz

    1. Folders and Rules for Company Distribution groups

    2. ProPharma SharePoint and data Storage

    1. 1.0 Hubspot Account _ System Settings

    2. 2.0 Hubspot CRM Navigation _ Quick Tips

    3. 2.5 RingCentral Hubspot Calling Integration

    4. 3.0 Sales Workspace & Managing Leads

    5. 4.0 Templates & Sequence Automation

    6. 5.0 Deals & Quotes

    7. HubSpot Updates: Working Leads & Enhancing Your Sales Workspace 🚀

    8. Documents _ HubSpot Training

    1. Organizing Group Chats in RingCentral

    1. Guide to Completing a Return Form Using Adobe Sign

About this course

  • Free
  • 24 lessons
  • 1.5 hours of video content

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