Managing Leads, Opportunities, Appointments and Follow-ups (Draft)

Managing Leads, Opportunities, Appointments and Follow-ups (Draft)

Learn how to manage Leads, Opportunities, and Appointments — from the moment a new Lead enters 1Stop through scheduling, confirming, issuing, and rescheduling. It's designed to give your team a consistent, repeatable process to eliminate missed leads and appointments.

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What we Cover

  1. Slide 1: Overview of how new leads enter the system.
  2. Slide 2: How key information is collected before scheduling an appointment.
  3. Slide 3 - 7: How to schedule, confirm and issue appointments.
  4. Slide 8 -9: How to reschedule appointments.
  5. Slide 10: How to close an Opportunity if it is Lost.

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