Workshop #6 – Sales and Success Center Walk-through
This is a walk-through of the CRM dashboard, Sales and Success Center. In this workshop, we will go through crucial actions like:
- Adding accounts and client users
- How to customize a snapshot report before sending it to the customer
- Creating a pipeline to review potential revenue and manage sales opportunities
- Create and send out proposals using our new feature, Proposal Builder.
Learn how to leverage this important part of the platform to sell more effectively!