CRM, Sales & Marketing

Continually aiming to simplify our success...

Getting Started With Our TLS CRM
- #001 - TLS CRM - Just An Overview
- #002 - Drag n Drop Pipeline
  
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- #003 - Adding a New Contact and Company or Business Name
  
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- 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
  
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Goods Lifts/Platform Hoists
- #002 - Goods Lift/Platform Hoist Proposal Detail
  
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- #003 - Preparing to Send, and Sending Out Your Proposal
  
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Jib Cranes
- How to do a Dulux Jib (Hooklift) quotation
  
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Purchasing
- Raising Job Based Purchase Orders
New Team Member Start
- TLS Sales - Day 1 - Getting started as you sign in to our CRM