Sales

Sales for Admins

• What is the products book and how can I configure it?
• How to create a template for sales stage
• Where do I find the sales messaging segmentation criteria?
• How to create an opportunity cadence
• How can I define my sales pipeline?

Sales process

• Which states can I work with in sales?
• How to set a cadence in sales
• How to add and manage products
• How to create an opportunity
• How to send to sales

Sales tabs

• Where do I find all my sales companies and leads?
• Where do I find sales objects without a next step?
• Where do my sales tasks go?
• Where do I find my sales meetings?
• Where do I find all my opportunities?