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CUBE Sales Management

PART III: Sales Planning and Pipeline Operations

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 6 – Bid Calendar Management

Code: SM-06

Goal: Strategically manage bid submissions and deadlines.

  • Accessing and updating the Bid Calendar
  • Managing project scheduling and prioritization
  • Enhancing team communication through centralized scheduling
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Session 7 – Sales Sites Management

Code: SM-07

Goal: Connect physical properties to customer records.

  • Definition of a Sales Site
  • Linking Sites to Customers
  • Importing and managing multiple Sales Sites
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Session 8 – Sales Pipeline Management

Code: SM-08

Goal: Track and optimize sales opportunities effectively.

  • Transferring projects into the Sales Pipeline
  • Managing, updating, and categorizing pipeline entries
  • Understanding Opportunity Types and Probability Scoring
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