Account Executives
AE Opportunity Management
The purpose of this article is to document the process used by an AE to manage the opportunity lifecycle. AE's will create an opportunity once a prospect has engaged in a sales process or a demo has…
AE Quote Approval Process
This article is for AEs looking to submit quotes for approval. If you are a manager looking to approve click HERE. Purpose. This article walks through the changes, process, and notes around Quote app…
Activating Prospect Trials - Account Executives
Trials for Completed Demos. Navigate to the opportunity record for the account that you would like to set up a trial. To activate the trial, you must complete a demo first. After completing the demo,…
How Do I Clone a Quote?
Existing quotes can be easily cloned and then updated by following the steps below: From the Opportunity record open the Quote record to be cloned. Click the Clone with Related button. Click the Clon…
How Do I Configure An Extra Free Months Promotion Quote?
Configuring A Promotion Quote With Extra Free Months. To configure a quote that includes additional free months of license usage follow the steps below. The Customer Target Price discount calculation…
How Do I Convert or Disqualify Leads?
How to Disqualify a Salesforce Lead Record. If you have determined in the course of prospecting that the lead is not a current viable candidate for sales the lead record should be Disqualified. Reaso…
How Do I Create Opportunity and Quote Records?
Before Creating an Opportunity Record. Open the account record that will be associated with the new opportunity record. Verify the following on the account record: Spelling and capitalization ( I.E.…
How Do I Create a District Quote?
Follow the steps in this article to create your opportunity and quote records. In the Opportunity record's Related Quick Links section, hover over the Quotes link and click Edit Lines. Select the CPQ…
How Do I Create a Lead Record?
How Do I Create a Multi-Year Proposal?
You have the ability to present your prospects with a Multi-Year Proposal. Please follow the steps below to create a Multi-Year Proposal in Salesforce. Create the opportunity. For information on how…
How Do I Edit an Existing Quote?
In some cases, multiple quotes have been sent to a prospect and an earlier quote version is returned as a Purchase Order. Because of this, a new quote record should always be created if multiple upda…
How Do I Prospect Using Quick Call? (Account Executives)
Before using Quick Call, please set up the following: Install Gmail Email Handler (optional). Install Vonage Desktop App ( Desktop app download for Mac ) - You must close the Vonage app prior to down…
How Do I Work Inbound Leads?
What are leads? Our leads only come from our website today - trials, demo, and quote requests. Statuses and assignments: Prospect, Trial, Expired: < 180 Days Assigned to Account Executives.. Recently…
How To Create Activity Records Associated With Opportunities
Purpose. The purpose of this article is to provide an overview of how to create activity records (log a call, email, etc) related to an Opportunity record that updates the Opportunity's Last Activity…
How to Schedule Demos and Events in Salesforce?
How to s chedule a Calendly Meeting for a contact or lead: In the lead record, click "Schedule Meeting" next to the lead for which you would like to schedule a Calendly meeting. For Contacts: In the…
How to Work BDR Created Opportunities (Account Executives)
How to Work BDR Created Opportunities (BDR booked demos). Open the opportunity record from your My Open Opportunities list view. Review the opportunity record. Ensure the following fields are complet…
New Sales Quote Manager Approval Process
This article is for AEs looking to submit quotes for approval. If you are a manager looking to approve click HERE. Purpose. This article walks through the changes, process, and notes around Quote app…
Pipeline Migration
Go to the EG CRM and look at your pipeline. Open up the Account Info. In Salesforce, search for the account name. Verify the address and related contacts are there. Hover over Related Contacts in the…
Salesforce/Hubspot - AE Standard Operating Procedures
Step 1 : Schedule the Demo. From Quick Call Click on the carrot next to the name of the person you spoke with and select "Schedule Meeting", then fill out the required information. The Contact Record…
K-5 Demo Script
Before you begin your demo, always make sure the screen you will be sharing with the prospect has these 2 tabs pulled up: The Progress Learning Website and the list of subjects we offer for their sta…
