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