Quick Guide to Prospecting and Lead Creation

 

Attached is a quick guide on how to start and complete the entire process of prospecting and lead creation.

 

Within this guide, you will be given steps on how to enter leads within our "Wesuite Go" mobile app, how to create a lead/prospect in WeOpportunity and how to escalate a lead to an Opportunity and ultimately RFQ it.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.