Streamline your crm lead to opportunity process for Entertainment

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hello everyone my name is Fred Vernon with top-line results and today Cal and I will be going to review how to complete the sales process in serum from lead to opportunity and quote that's correct friend we're going to take a lead and we're going to convert it to an opportunity and account into contact and one fell swoop and then we're gonna take that opportunity we're gonna add some products to it create a quote and we're just gonna close that quote and convert it to an order and complete the sales process ok Cal so where should we start we're gonna start in the lead section so we're gonna go up here to sales and we'll see our ribbon drop down and we're gonna go over to leads which is where all our leads in the database are and we're gonna take a look at Peter Houston excellent and I see that the lead has a process bar and that process bar is defined for the company helping to be consistent in data entry you have all the fields you need to track what you need from that lead that lead may or may not exist and from here once we feel that this lead is worth it we can either what we can qualify it if it's not worth it will obviously will disqualify it but let's be positive and qualify that lead what will now happen is it'll check for duplicates and since we don't have a duplicate we just click on continue and then we'll open up an opportunity right away now in this opportunity the sales person will be able to work yet another process which is the sales process so we've gone from business development to sales now we will add the estimated closed date we'll add a revenue and then we can scroll down this opportunity if we want and add some products to that opportune now we can do from a list or writing products will choose writing products and here's where you actually decide what that product will be it again is not from a list it's just written down so there you go to that now we can generate a quote if you scroll off further down you'll see an area where you can add your quote so you will just do that we will create that quote with the list of products that I have added and I can it even if I want to create the report for the quote right here this will be the quote that will be sent to the customer so that quote has all the information I need to send to the customer I can minimize that or close it and I can now activate my quote by activating the quote I'm actually locking it down in the CRM so no further change can be done and I always can trust um to have the right information about quotes I sent here we can create the order because we are winning this quote and we can by simply clicking ok here we would close the opportunity automatically so I save a lot of steps there because I don't have to go back to the opportunity I am closing and winning the quote at the same time I'm closing and winning the opportunity which is a great time-saver and and now I can see this order here that is created as you can see we can also push this to create an invoice we're not gonna go there today but we've completed pretty much our sales process and this in summary ciarán really helps you to move along the sales process here and be successful and fast and not just using your serum for quotes in context but using the CRM need to opportunity to quotes thank you