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!

Posted on August 15, 2022


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