Pro - Sales Training
1 hour and 10 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.
Pro Marketing - Managing Prospects
Pro Sales Professionals. Learn about ongoing prospect management and tracking.
Pro Marketing - Managing Contacts
Unlock the full potential of Marketing by gaining practical skills to manage contact data and help your organization optimize outreach.
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.