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Home └CRM, Sales & Marketing └#002 - Drag n Drop Pipeline

CRM, Sales & Marketing

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Course content
  • Getting Started With Our TLS CRM
    • #001 - TLS CRM - Just An Overview
    • #002 - Drag n Drop Pipeline
    • #003 - Adding a New Contact and Company or Business Name
    • Processing a Total Lifting Solutions Opportunity For Quotation
    • TLS Preparing a new proposal for a client.
    • TLS Quotation Templates & Next Level Tech Questions Submitted
    • Email Request Customer Overview Drawings To Team Member
  • Goods Lifts/Platform Hoists
    • #002 - Goods Lift/Platform Hoist Proposal Detail
    • #003 - Preparing to Send, and Sending Out Your Proposal
  • Jib Cranes
    • How to do a Dulux Jib (Hooklift) quotation
  • Purchasing
    • Raising Job Based Purchase Orders
  • New Team Member Start
    • TLS Sales - Day 1 - Getting started as you sign in to our CRM

#002 - Drag n Drop Pipeline

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