Sales & Quoting

Lesson 1: Sales Basics
- Step 1: When to start a Sale
- Step 2: Try it Yourself: Create a New Sale
- Step 3: Anatomy of a Sale
Lesson 2: Managing the Sales Lifecycle
- Step 1: Record your Sales Efforts
- Step 2: Progress your Sales
- Step 3: Building Quotes
- Step 4: Close a Sale
Lesson 3: Building Quotes
- Step 1: Quote Basics
- Step 2: Try it Yourself: Create a Quote
- Step 3: Anatomy of a Quote
- Step 4: Using the Quote Approval Tool
- Step 5: Try it Yourself: Convert to Project