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Sales Training Guide

Sales Training Guide

Stage

Stage = New Lead

Stage = Contact Attempted

Stage = Made Contact

Stage = Appt Scheduled

Stage = Appt Complete

Stage = Follow-up Required

Stage = MPA

Stage = Boarding

Stage = Approved

Stage = Deploy Hardware

Stage = Compliance

Stage = New MID Processing

Stage = Existing Merchant

Automations

Automations

IMPORTANT LINKS

IMPORTANT LINKS

Management Reports

Management Reports

PIPEDRIVE TRAINING

PIPEDRIVE TRAINING