Chapter 4: The Funnel

What is the Funnel?
The sales funnel is accessible from the Funnel tab in the menu on the left-hand side of your screen.  This is your sales pipeline, which is a series of buck...
Mon, Jul 16, 2018 at 9:44 AM
Working Leads
Click into one of your leads to pull up its contact screen.  This should look familiar, as it is almost exactly like the contact screen discussed earlier in...
Thu, Jul 12, 2018 at 3:06 PM