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Customers, pipeline and follow-ups

Track contacts, leads and deals, and never forget a follow-up.

By the end: An organised pipeline with next actions on every deal.

4 lessons · about 19 minutes

Contact cards moving through a pipeline to a handshake

Module 1

CRM basics

Contacts, companies, leads.

  1. Add contacts, companies and leadsKeep people organised.5 min
  2. Manage your sales pipelineMove deals to a decision.5 min
  3. Meetings and proposalsLog meetings and send proposals.4 min

Module 2

Follow-up

Consistent, polite persistence.

  1. Plan and track follow-upsQueue, templates and sequences.5 min

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EarnCommand OS supports better-informed decisions and execution. It does not guarantee earnings.