Selling and Customer Relationships

Lessons

1. 01

   Leads and opportunities

   This lesson shows you how to capture every sales enquiry as a lead and turn the real ones into opportunities the whole team can see.

   2:23 film · written guide · quick check

2. 02

   Set up a customer

   This lesson shows you how to set up a customer once and correctly, so every quote, order and invoice after it comes out right.

   2:19 film · written guide · quick check

3. 03

   Build and submit a quotation

   This lesson shows you how to build a quotation, check it the way the customer will read it, submit it, and fix it if it is wrong.

   2:32 film · written guide · quick check

4. 04

   Turn a quote into a sales order

   This lesson shows you how to turn an accepted quotation into a sales order, set delivery dates you can keep, and follow the order until it is done.

   2:16 film · written guide · quick check

5. 05

   Hand off to the warehouse and Accounts

   This lesson shows you how to hand a sales order to the warehouse and to Accounts, and how to check that both handoffs actually happened.

   2:27 film · written guide · quick check

6. 06

   Lost deals, projects and sales reports

   This lesson shows you how to close out lost deals with a reason, keep big jobs tied to their project, and read the four reports that show where sales stand.

   2:29 film · written guide · quick check

Next course: Buying