Free Training: Manage Successful Projects

Free Training: Manage Successful Projects

Join us for a Free 30-Minute Training Session

Monday, December 14th at 2pm Eastern

Results takes a headache-free approach to project management by providing the missing link between Sales and Project Delivery.

Take a deep-dive into the Project module to learn how to:

  • Identify projects due within the next 7 days
  • Review open projects by status and stage
  • Centralize all documents & communication gathered during the sales process, so projects are executed exactly how they were intended
  • Track status, tasks, costs, revenue and resources associated with each project
  • Create and use process templates to schedule all needed work on a project
  • Track all individuals and companies associated with a project, including their role and period of involvementregister today

Join Sam Saab, the man behind project automation, who has consulted with and helped companies in every industry organize the way processes are handled.

Related Post
Boot Camp

Results Boot Camp:  Beyond the Basics Deep Dive for Results CRM Users $95 per attendee Week 1:  Getting Started with the Basics Searching for records – Data Management Centers (DMC), Instant Search, Phonetic Search Anatomy of the Contact Screen Groups Management Mass Update Find Duplicates and use Combine Contacts Week 2:  Selling with Results Creating & […]

Read more