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. Converting a Qualified Lead into a Contact

    6. Sales History Report

    7. Pricing and Product Checking with PPD Sales History

    8. Creating and Reviewing a Quote in the System

    9. Analyzing PPD Inventory Details for Customer Deals

    10. New Account Setup Process

    11. Navigating Customer Profiles and Business Accounts

    12. 🧭 Acumatica Workflow Process for New Sales Representatives

    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 Sending an Account Application through Adobe Sign

    2. Sending a Sales Order for Signature through Adobe Sign

    3. Guide to Completing a Return Form Using Adobe Sign

About this course

  • Free
  • 26 lessons
  • 1.5 hours of video content

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