Sales Deal Workflow: Lead to Cash

Responsible	OSUS PROPERTIES - ADMINISTRATOR
Last Update	03/21/2026
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Course
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1.1 — Sales Deal Workflow Overview

📂 PART 1 — CRM & Opportunity

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1.1 — Sales Deal Workflow Overview

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1.2 — Managing the CRM Pipeline

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📂 PART 2 — Quotation & Sale Order

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2.1 — Quotation to Sale Order

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📂 PART 3 — Invoice & Payment

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3.1 — Invoice Creation & Cash Collection

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Lead-to-cash path covering CRM opportunity management, quotation, confirmation, delivery, invoicing, and payment checkpoints. Foundational course for Sales and Operations.