10 Deal Tips in 10 Minutes

10 Deal Tips in 10 Minutes

Browse these quick tips to improve your productivity and keep your pipeline organized for you and your team.

About this course

In this course you will learn best practices around keeping your deal pipeline organized and up to date. Doing so helps reduce deal cycle times and builds more insightful deal data for your organization.

 

What you'll learn:

  • Help deal-related tips and best practices that you can start to apply immediately.

 

Expectations:

  • Watch 10 brief video snippets.

 

Who should take this course?

  • Anyone using VTS!

Curriculum10 min

  • 1. Add complete info on your deals.
  • 2. Add deal updates and tag teammates.
  • 3. Set reminders on your deals.
  • 4. "Star" important deals to keep them at the top of your pipeline.
  • 5. Filter and view deals that haven't had recent activity.
  • 6. VTS 3: Automate Deal Tasks
  • 7. VTS 3: Standardize your review process with Deal Approvals
  • 8. Need to review proposal terms? Analyze its cash flow.
  • 9. Dead deal? Move it to the "Deal Deal" stage and log the reason why.
  • 10. Ensure you have deal-specific notifications enabled.
  • Summary
  • Summary

About this course

In this course you will learn best practices around keeping your deal pipeline organized and up to date. Doing so helps reduce deal cycle times and builds more insightful deal data for your organization.

 

What you'll learn:

  • Help deal-related tips and best practices that you can start to apply immediately.

 

Expectations:

  • Watch 10 brief video snippets.

 

Who should take this course?

  • Anyone using VTS!

Curriculum10 min

  • 1. Add complete info on your deals.
  • 2. Add deal updates and tag teammates.
  • 3. Set reminders on your deals.
  • 4. "Star" important deals to keep them at the top of your pipeline.
  • 5. Filter and view deals that haven't had recent activity.
  • 6. VTS 3: Automate Deal Tasks
  • 7. VTS 3: Standardize your review process with Deal Approvals
  • 8. Need to review proposal terms? Analyze its cash flow.
  • 9. Dead deal? Move it to the "Deal Deal" stage and log the reason why.
  • 10. Ensure you have deal-specific notifications enabled.
  • Summary
  • Summary