Course curriculum

  • 1

    Setting Up Your Deal

    • Intro to Kicking Off Your Deal

    • Creating a Template

    • Creating a Room From a Template

    • Template Frequently Asked Questions

  • 2

    Kicking Off Your Deal

    • I have a new deal… what do I do now?

    • Kick Off Email & Inviting Users

    • Four Advanced Best Practices to Kick Off Your Deal

  • 3

    Using ProDeal for Status Calls

    • Prepping for your Status Call

    • Exporting Your Checklist

    • Open Items Lists and Putting it All Together