Talus - Training
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Documents - Best Practices
Kyle RobinsonDone
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Website 2 - E-commerce
Kyle RobinsonDone
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Purchase 1 - Purchase Orders
Done
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Accounting 2, 3, 4 - Tax / AP / AR
Kyle RobinsonDone
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Inventory 1 & 2 - Products / Stock Levels
Done
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Website 1
Kyle RobinsonDone
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Accounting 6 - Period Closing
Kyle RobinsonDone
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Sales - Follow Up
Kyle RobinsonDone
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Admin 1 - Users & Permissions
Kyle RobinsonDone
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Inventory 2 & 3 - Stock Movement
Done
CRM 1 - CRM & Sale Concepts
4/23/21, 8:30 AM
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4/23/21, 11:00 AM
(America/Chicago)
(2 hours 30 minutes)
Lead Creation & Assignment Requirements
Opportunity Conversion Requirements
Pipeline Management & Stages
Sales / Quotation Followup Cadence
Product Discounting / Sale Orders
Orders to Invoice - Readiness
Quotation Building
Quotation Templates
Quotation to Sale Order Concepts