Training Curriculum for CUBE Sales Projects
Working with the Sales Project Module
The Sales Project sub-module in CUBE helps manage and track individual sales opportunities by creating dedicated records for each potential sale, allowing for structured progress monitoring, resource allocation, and goal setting.
How to Create a New Sales Project
In this video, you will learn how to create new projects in the Sales Project Submodule of CUBE CRM. This process includes entering detailed information for each sales opportunity, setting goals, and allocating resources to ensure effective project management.
How to Import Projects from a Spreadsheet
In this video, you will learn how to import new projects into the Sales Project Submodule of CUBE CRM. This includes downloading and filling out a provided spreadsheet template with necessary project information, such as project number, name, amount, status, and customer ID. You will then upload the completed spreadsheet to the system to create new project records efficiently.
Working with the Bid Management Schedule
In this video, you will learn about the bid calendar in the Sales Project sub-module of CUBE CRM. The bid calendar is a centralized visual tool designed to improve the efficiency and effectiveness of handling sales bids. It helps sales teams prioritize projects, manage time better, and plan projects by displaying the total workload. You will learn how to access the bid calendar, view project bids in a calendar view, and make necessary changes to prioritize and manage sales efforts effectively.
