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SELF-PACED LEARNING

Sales & Business Development

Getting to know customers, creating opportunities, reading pipelines, and ensuring follow-ups are not forgotten.

Sales, BD and the director of sales.♪ 35 ♪ ♪ 50 minutes ♪8 lessons

Training scenario

A potential customer requests a quote; Sales records the opportunity, prepares follow-up actions, and updates the stage based on communication results.

Before you practise

Use example opportunities in QA workspace when requested practice; all numbers in this module are illustration.

Your reading progress0 of 8 lessons already read

Mark each lesson after reading it. Progress is saved only in this browser, not as proof of certification or work completed in Tautiva.

Follow the content in order

  1. 01
    Understand your workspace and sidebar

    Learn: Ensuring company and workspace accuracy

    Check your understanding: Can ensure that data is not mixed between workspaces.

    Open lesson 1
  2. 02
    Find a customer profile in Customers

    Learn: Identifying the correct customer profile

    Check your understanding: Can distinguish between new customers and existing contacts.

    Open lesson 2
  3. 03
    Add notes to Customer 360

    Learn: Reading customer needs summaries

    Check your understanding: Can explain examples of secure and factual notes.

    Open lesson 3
  4. 04
    Create a new sales opportunity

    Learn: Understanding the New Opportunity form

    Check your understanding: Can find Opportunity title, Amount, Owner, and Expected close.

    Open lesson 4
  5. 05
    Monitor the sales pipeline and next actions

    Learn: Reading Boards and Lists

    Check your understanding: Can differentiate between active and pending opportunities.

    Open lesson 5
  6. 06
    Schedule follow-ups for sales opportunities

    Learn: Scheduling next sales actions

    Check your understanding: Can explain the difference between Expected close and next action schedules.

    Open lesson 6
  7. 07
    Update the stage of a sales opportunity

    Learn: Understanding sales stage updates

    Check your understanding: Can explain when an opportunity is eligible to be marked as Won or not.

    Open lesson 7
  8. 08
    Use Mine, Due today, Overdue, and No next action filters

    Learn: Checking Due today, Overdue, and No next action

    Check your understanding: Can find opportunities at risk of being forgotten.

    Open lesson 8

Completed all lessons?

Tell me the rehearsal scenario and explain the steps to a colleague, for the practice of storing data or sending messages, use the QA workspace and its legal escort.

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