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Telesales
Overview
Discuss Required Setups
Discuss Optional Setups
Review the eBusiness Center Functionality
Create a Contact and Customer
Record an Interaction for a Customer
Discuss Scripts Used During Interactions
Discuss/Create Lead
Manage the Lead through the Lead Center
Discuss/Create Opportunities
Manage the Opportunity through the Opportunity Center
Enter Notes for a Customer/Contact
Discuss the Universal Search Window
Access Leads/Opportunities from the Work Queue
View Customer Account Detail
Create a Quote/Order through Telesales
Enroll and Individual in an Event
Complete the Enrollment Process
Discuss the Registration History Window
Send Collateral to Prospects/Customers
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