IntermediateCRMPipelinesQuotesAutomations
CRM, Pipelines, Quotes & Invoices
Contacts that fill themselves in, deals that move, and hosted quotes customers pay.
4.8 (611 reviews) 4.1K learners 5h 10m 26 lessons
Joseph KileoCRM & Automation CoachWhat you will learn
- Structure contacts and companies with channel ids and ad attribution
- Design pipelines and idle-deal alerts
- Create tasks by hand, by rules, by MARK hand-offs and by flows
- Send quotes and invoices that fire automations when accepted or paid
- Enrol contacts in sequences and route new leads round-robin
About this course
Every person who ever wrote to you, captured automatically. Learn to define pipeline stages, drag deals, fire automations on wins and idle deals, and send branded quotes and invoices from fifty templates with a public link.
Curriculum
3 modules · 7 lessons shown
Instructor
Joseph Kileo
CRM & Automation Coach
Built sales pipelines for tour operators, clinics and retail chains across Dar es Salaam and Arusha.
