Workflow Template Library
Getting started doesn't need to be hard work. Browse our growing collection of workflow templates and import them straight into your workspace.
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The Accountant's Millionaires Club - Sales Process
A simple process for qualifying enquiries and moving them through your sales process
What does your sales process look like? How do you qualify enquiries to ensure they're a good fit?
Use this simple yet incredibly effective workflow template provided by Heather Townsend at The Accountant's Millionaires' club for managing the various stages of your sales process