Page 3 - Participant Guide - Unanet CRM Managing Leads and Opportunities (eBook)

Demo 3.3 – We recently imported a bunch of Opportunities. How do I make sure
they are properly categorized? ............................................................................... 13
Following up on Opportunities ............................................................................... 14

Activity 3.4 – I'm reviewing my pipeline and we've decided to submit on an
Opportunity, how do I move it forward? .................................................................. 14
Activity 3.5 – How do I see key metrics for my open pursuits in my Pipeline? ....... 15
Activity 3.6 – How do I organize my pipeline so I can efficiently review pending
opportunities with my colleagues? ......................................................................... 16

Activity 3.7 – How do I complete a Go-No-Go form for an internal evaluation of our
chances of winning a pursuit? ................................................................................ 16

COMPLETION CERTIFICATE AND EVALUATION ................................. 18

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