Start selling in the Partner Center CRM
Outcomes
✓ Filter and score leads to identify high-quality prospects
✓ Manage tasks and automate outreach with AGOGE sequences
✓ Navigate pipeline stages and manage opportunities
✓ Submit a sales order from the CRM
Required Access
Partner Center access, CRM enabled, salesperson or admin role
Related Docs
This lab shows you how to take the CRM from setup to active selling—finding your best leads, running outbound sequences, managing your pipeline, and submitting your first order.
Step 1: Find your ideal customers (4 min)
Do
Use the Companies tab to search, filter, and identify high-quality leads. Visit Vendasta Support for a detailed breakdown of the full list of default company fields.
Refine your search
- Add filters for any field — Narrow down companies by criteria that matter to you
- Sort any column on the table — Organize and prioritize your view
Example: find US companies without a website
Apply filters: Website is empty and Country is US.
Lead scoring
Customizable lead scoring allows you to evaluate both profile fit and buyer intent. Set up scoring rules to help your team focus on the best leads. Use lead scoring and Snapshot Reports together to integrate insights into the Companies Table for better sales intelligence.
Step 2: Manage sales tasks and automate outreach (4 min)
Do
Activity timeline
The activity timeline shows logged actions. Create custom views by adding filters. For a view of all written communication, add filters such as:
- SMS
- Inbox (Conversations AI)
By creating a custom view, you can quickly see all written communication—SMS, LinkedIn, webchat, and emails.
Automate task creation: AGOGE sequence
The AGOGE task sequence is a formula-based outbound sales method developed by Sam Nelson, used by sales teams around the globe. The name comes from the Spartan educational system—meaning to lead, find guidance, and train. It entails multiple touchpoints: cold emails, cold calls, and LinkedIn messages.
How it works: This manual automation creates an opportunity if there isn't one open for the company. It follows the AGOGE sequence to create follow-up tasks and sends a reminder to the assigned salesperson if the task is not completed. After task completion, it creates another task on the next date in the sequence. The sequence stops when there are no open opportunities or a task isn't completed within 5 days.
Set up your browser's default email client
Send emails directly from a contact or company profile page once you have set up Gmail or any other email client as your browser's default. See Vendasta Support for walkthroughs on Windows, Mac, Chrome, Safari, and Firefox.
Step 3: Understand the sales pipeline (3 min)
Read
The Opportunity board view gives salespeople a clear look at the potential, probability, and effort of each sales opportunity. Opportunities are integrated with the CRM system, Marketplace products, and sales activity feed—so you can update them in your regular workflow. Use the simple drag-and-drop pipeline to move opportunities from stage to stage.
Pipeline stages
Prospects sit in your pipeline at different stages based on the buyer journey from awareness to conversion:
| Stage | What It Means |
|---|---|
| Lead | The prospect has shown interest—email engagement, Snapshot Report, or widget interaction on your website |
| Contact | The assigned salesperson has reached out and booked a follow-up call or meeting |
| Qualified | The salesperson has had a meeting and the prospect has shown interest in purchasing |
| Proposal | The proposal has been sent with final pricing for review and confirmation |
Sales teams are unique. Pipeline stages are completely customizable. Use this as a framework and tailor it to your team and operations.
Step 4: Create, manage, and close opportunities (4 min)
Do
Submit a sales order
You can submit a sales order through the CRM in two ways:
- From a Company profile page
- From an open opportunity
You filter the Companies table for US businesses without a website. Lead scoring surfaces a plumbing company with high intent. You run a Snapshot Report and add them as a lead. The AGOGE sequence creates follow-up tasks. You log a call, move them to Qualified. You send a proposal from the opportunity. They accept. You submit the order from the Company profile. Deal closed.
Key Resources
Knowledge Check
Knowledge Check
Test your understanding with 5 random questions from a pool of 5.