Your Sales Tools Onboarding

Learn how to manage your sales pipeline, monitor performance and grow your business with popcorn’s small business Sales CRM.

Follow our bite-sized videos below to discover how the Sales tools work together to help you manage opportunities, track performance and convert more enquiries into customers.

What would you like to learn?

Click on a topic below and learn at your own pace with our bite-sized videos.

Step 1

Daily Dashboard

Stay organised every day.

Step 2

Marketing Tools

Generate more enquiries.

Step 3

Sales Dashboard

Track sales and team performance.

Optional

Academy
Expert advice

FAQ
Specific Learning 

Sales Tools Quick Start

Follow these short videos to learn the essentials. Looking for help with a specific feature? Visit our Marketing FAQ’s below.

Welcome to Sales

Discover how popcorn’s small business Sales CRM helps you manage opportunities, monitor performance and grow your business.

(2 mins)

Manage Your Sales Opportunities

Track every opportunity from first enquiry through to a completed sale.

(5 mins)

Monitor Sales Performance

Understand your sales dashboard, monitor pipeline performance and identify opportunities for growth.

(3 mins)

Targets & Team Performance

Set sales targets, monitor team performance and keep everyone focused on achieving their goals.

(5 mins)

Sales FAQ's

Looking for help with a specific feature? Browse our Sales FAQ’s for quick answers and step-by-step guides covering opportunities, sales pipelines, dashboards and reporting.

Email Marketing

Using the Email Editor

Email Marketing

Email Authentication

Landing Pages

Creating a Landing Page

Automation

Creating an Automation

WhatsApp

Connecting WhatsApp

Lead Generation

Set up Web Tracking

Continue Leaning

Academy
Expert advice

FAQ
Specific Learning