Setting up the sales assistant

Objectives

After completing this lesson, you will be able to:

  • Set up the sales assistant to structure the qualification funnel for opportunities.​

Setting up the sales assistant

The Sales Assistant provides a tool to structure the qualification funnel for opportunities. Typically, sales management intends to accomplish a more structured and disciplined approach. You need to decide which opportunities are more promising in the pipeline and which resources and sales budget shall be invested in these more promising opportunities.

​​Now you'll complete two simulations.  In this first simulation, you'll learn how to set a up a sales assistant. 

Assigning activities to sales phases

​In this second part of the simulation, you'll learn how to assign activities to sales phases. 

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