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CRM, Sales & Marketing
Getting Started With Our TLS CRM
#001 - TLS CRM - Just An Overview
#002 - Drag n Drop Pipeline
#003 - Adding a New Contact and Company or Business Name
Processing a Total Lifting Solutions Opportunity For Quotation
TLS Preparing a new proposal for a client.
TLS Quotation Templates & Next Level Tech Questions Submitted
Email Request Customer Overview Drawings To Team Member
Goods Lifts/Platform Hoists
#002 - Goods Lift/Platform Hoist Proposal Detail
#003 - Preparing to Send, and Sending Out Your Proposal
Jib Cranes
How to do a Dulux Jib (Hooklift) quotation
Purchasing
Raising Job Based Purchase Orders
New Team Member Start
TLS Sales - Day 1 - Getting started as you sign in to our CRM
