Week 1 - Sales
This module is relevant for all individuals who are responsible for preparing and sending proposals to clients. There are 11 guides available to help you complete this module. Upon exploring these guides and completing them, you will be fully capable of creating and editing the most essential entries for your operations: organizations, contacts, and proposals. Please follow the sequence of guides as provided below.
| a/a | KOMPASS MODULE | ARTICLE/ LINK | ESTIMATED TIME OF COMPLETION |
| 1 | Organizations | Create a new organization | 10' |
| 2 | Organizations | Edit an existing organization | 10' |
| 3 | Contacts | Create a new contact | 5' |
| 4 | Contacts | Edit an existing contact | 5' |
| 5 | Proposals and Projects | Create a new proposal | 20' |
| 6 | Proposals and Projects | Projects | 20' |
| 7 | Proposals and Projects | Proposal Item | 15' |
| 8 | Proposals and Projects | Create and edit quote proposal item templates | 7' |
| 9 | Proposals and Projects | Methods on filtering projects and Map view | 10' |
| 10 | Dashboard | Different views and graphs of Dashboard | 15' |
| 11 | Dashboard | Filter graphs and set preferred visualisations | 15' |
| TOTAL | 132' |