Enterprise - Sales Training
1 hour and 30 minutes of learning. Sales professionals, gain essential skills in client invitation, marketing, application workflow and tracking, to enhance your sales performance.
Here's what you'll learn:
Enroll in this learning path and continue your onboarding journey.
TPO Onboarding - General Navigation
Designed for all customers, covers general site layout, general searching, and how to get support.
Pro Marketing - Prospecting with Global Search
For Pro and Enterprise customers. How to prospect using Global Search.
Enterprise Marketing - Navigating The Market
Recommended for Enterprise sales teams. Learn how to effectively identify and locate prospects across the nation based on company objectives.
Pro Marketing - Managing Contacts
Unlock the full potential of Marketing by gaining practical skills to manage contact data and help your organization optimize outreach.
Pro Marketing - Managing Prospects
Pro Sales Professionals. Learn about ongoing prospect management and tracking.
TPO Onboarding - Sending and Tracking Invites
Recommended sales professionals, learn how to send invites and apply best practices, ensuring a smooth sales process.
TPO Onboarding - Application Workflow and Tracking
Recommended for all users that are part of the application management process, as well as those in client facing positions responsible with application follow ups.
Maximize Business Growth with Production Reports
Turn insights into action with the reports that matter most. This course walks through four essential production reports for Enterprise customers that drive business growth with practical insights and knowledge checks.