WeOpportunity Dashboard
Creating & Managing Leads
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
WeSuite Go! Mobile App
