- Introduction to the Xeppo Sales App
- Sales Analytics (Sales App Landing page)
- Creating and Qualifying Leads
- Create a Project from a Qualified Lead or Opportunity
- Creating Opportunities
- Opportunity data elements
- Teams and the Sales App
- Working with Opportunities
- Creating Opportunities from Views
- Creating Default Views for your Active Leads and Opportunities
- Bulk updating Opportunities (and Leads)
- Views and Charts (analysing your leads and sales)
- Automated Rules (Sales App)
- Working with Potential Opportunities