Quick Guide to Prospecting and Lead Creation

Attached is a quick guide covering the entire prospecting and lead process and setup

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



Please sign in to leave a comment.