Entytle Power-user Bootcamp: Training Session 3

Welcome to the third session of our Entytle training webinar series! In this video, we're diving into pipeline creation and management within the Entitle application. In our previous sessions, we've covered essential topics like install-based filtering and customer 360, laying the groundwork for understanding pipelines. Throughout this session, we'll navigate a demo environment to demonstrate how to create, customize, and use pipelines effectively.
Starting with the basics, we'll guide you through pipeline creation, from defining criteria to setting target revenue. With a detailed walkthrough of filtering options, you'll learn to target specific customers based on equipment, parts, services, and contracts. Through practical examples, we'll show you how to generate opportunities and maximize sales potential.
Once you've mastered pipeline creation, we'll explore opportunity management. From assigning sales reps to tracking progress, you'll learn to optimize opportunities effectively. Feel free to engage with us and ask questions, as we're here to ensure your understanding. Don't forget to complete the survey to provide valuable feedback. Let's unlock the full potential of pipeline management together!