Home └iBuild Salestar & PM Training

iBuild Salestar & PM Training


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Responsible iBuild Homes
Last Update 01/24/2023
Completion Time 10 minutes
Members 5
sales Training
  • Master the Sales
    • iBuild processes and TOC
    • 0. Review of iBuild Sales Process & Funnel
    • 1. Vtiger leads entry
    • 2. Vtiger leads allocation & comms log
    • 3. Vtiger leads search and navigation
    • 4. Estimate Request via Basecamp
    • 5. Vtiger leads conversion to Contact
    • 6. Create new products on Vtiger
      Preview
    • 7. Create a new quote for a contact
    • 8. PDF maker templates
    • 9. How to generate a sales order
    • 10. How to present the PA & Interaction with Accounts Department on accounts receivable;
    • 11. Basecamp External & Drafting project set up & GD folder structure for IB Kit Homes projects
    • 12. How to generate an updated Cost Estimate (Quote) on VT
    • 13. How to generate a kit home contract on VT
    • 14. How to generate an approval service agreement on VT
    • 15. Procurement process and key suppliers & Workbench overview
    • 16. Raise a purchase order on Workbench
    • Project management Q&As with Antonie
    • Kit Home Project Manager Manual 2021