Hands-On Lab

Sales Flow Lab

Level 101

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Are you new to the sales process within ConnectWise® Manage™? Join this lab to get hands-on experience with the available sales tools, including activities, opportunities, and dashboards. You will learn everything you need to know about the sales process, including a review of the pipeline to establish the proper sales flow in Manage. This hands-on lab will take you all the way through to conversion, which ensures that your won opportunity turns into the correct record, whether it be a ticket, project, or agreement. Note: Limited to 50 participants

Round 2 Labs | Wednesday, Nov 8 | 2:30PM - 4:30PM

This Session is Repeated in Round 5-6 Labs

star_rate Add to Favorites