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Opportunity

Opportunity

  1. Introduction to the Opportunity Stage
  • This video covers when a lead converts to an opportunity, how to convert a lead, the stages of the opportunity phase, and sending quotes.
  • Key Points Covered in the Video
    • Conversion of a lead to an opportunity
    • Steps in the opportunity stage: quotation, design, invoicing, production preparation
    • Sending quotes to clients
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    Responsible Oleksandra Matviyenko
    Last Update 06/25/2024
    Members 1
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