This 15-minute training video provides an introduction to creating Proposals in Kimble.
By the end of this module, you will be able to:
- Create a Proposal to model a deal
- Change the Forecast Status of a Proposal
- Understand the difference between a high-level forecast and a detailed forecast
- Add Engagements and Elements to the Proposal
Click here to navigate to the video outside of Zendesk. We recommend watching in full screen.
Kimble Essentials Video Curriculum