SAM Expert - Business Review / Inbound Lead Process

An expert course to cover both the Business Review process as well as the Inbound Lead Process. This course is geared for the SAM Department to ensure alignment in the daily usage of both processes. 

Topics covered will be:

• What is a Business Review? 
• Why do we perform Business Review's?
• How do I prepare and hold a Business Review?
• What is important to note in Odoo to maintain proper data?
• How do I handle inbound leads?
• etc.

There will be a test at the end of the meeting so please ensure to take notes.