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WeOpportunity User Training
WeOpportunity Dashboard
Intro to Dashboards & Setup (7:27)
Account Dashboard Tour (8:08)
Classic Dashboard Tour (4:14)
Account Dashboard Downloadable Guide
WeOpportunity Dashboard Quiz
Creating & Managing Leads
Creating a Lead (3:20)
Managing a Lead (4:36)
Manage Tasks & Schedule (3:22)
Qualifying a Lead into RFQ (3:40)
Importing a Lead List (6:51)
Lead Creation Downloadable Guide
Creating and Managing Leads Quiz
Prospecting
Introduction to Prospecting (4:20)
Creating your Plan - Proposal Categories (5:46)
Creating your Plan - Proposal Quota Report (4:58)
Creating your Plan - Prospecting Activities (3:14)
Creating your Plan - Activity Goals (3:48)
User Activity Report (2:00)
Prospecting Dashboard (5:18)
Prospecting Dashboard - Tips & Tricks (9:04)
WeOpportunity Prospecting Downloadable Guide
Prospecting Plan - Activities Downloadable Worksheet
Prospecting Plan - Quota Downloadable Worksheet
Prospecting Quiz
Reporting
Universal Report Grid (URG) Tour (4:13)
URG's Build Report View (5:58)
Standard Reporting (7:59)
WeOpportunity URG Downloadable Map
WeOpportunity URG Downloadable Guide
Reporting Quiz
WeSuite Go! Mobile App
Log In & Dashboard Tour (1:59)
Managing Prospects (5:56)
Managing Opportunities & Tasks (5:19)
Quick Search, Tasks & Contacts (3:51)
WeSuite Go! Mobile App Quiz
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Managing a Lead
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