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CUBE Sales Management

PART II: Customer and Sales Opportunity Management

About This Program

This course is part of the CUBE Sales Management Full Training Program, designed to help you master every stage of the Sales workflow using the CUBE platform.

The full training consists of four parts. While each part can be taken individually, we highly recommend completing all five to ensure a complete understanding of the platform and unlock the full potential of CUBE.

Each session includes:

• Self-paced video resources
• One-on-one coaching with a CUBE Expert Coach
• Hands-on practice using your own projects or sample files

Start with the part that fits your current needs—or follow the full program from beginning to end for the most impactful learning experience.

Course Curriculum

Session 3 – Customer Management

Code: SM-03

Goal: Build a complete and searchable customer database.

  • Creating, editing, importing, and managing customers
  • Differentiating customer types and classifications
  • Linking customers to multiple sites and contacts
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Session 4 – Managing Sales Leads

Code: SM-04

Goal: Develop a systematic approach to lead management and conversion.

  • Creating, editing, importing, and deleting leads
  • Best practices for lead nurturing
  • Converting a qualified lead into a Sales Project
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Session 5 – Managing Sales Projects

Code: SM-05

Goal: Manage all phases of sales projects from creation to completion.

  • Creating, importing, and deleting Sales Projects
  • Navigating Project Details, Participants, Bid Sheets, Blogs, and Activities
  • Adding quotes, tasks, attachments, and notes
  • Marking a project as "Sold" to book the sale and key validations required
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