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  1. Bloobirds | Knowledge Base
  2. Sales

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?

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