Training: 360 Prospects

Problem

You need guidance on how to use the Prospects module in Gladstone360 (glossary) to manage and follow up sales leads, including creating new leads and recording interactions.

Resolution

1. Access the 360 Prospects eLearning course to learn how to:
   • Create a new sales lead.
   • Record interactions with prospects.
   • Track leads through to completion.
2. Launch the training class using the following link:
   https://elearning.leisurecloud.net/GDPR_Prospects

Notes

• This training is based on Gladstone360 pre-GDPR version 2.1.5.

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