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Sales and Success Center Walkthrough
This is a walk through of the CRM dashboard, Sales and Success Center. In this workshop we will go through key 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!
Oct 5, 2022 03:00 PM
Oct 12, 2022 03:00 PM
Oct 19, 2022 03:00 PM
Oct 26, 2022 03:00 PM
Nov 2, 2022 03:00 PM
Nov 9, 2022 03:00 PM
Nov 16, 2022 03:00 PM
Nov 23, 2022 03:00 PM
Nov 30, 2022 03:00 PM
Dec 7, 2022 03:00 PM
Dec 14, 2022 03:00 PM
Dec 21, 2022 03:00 PM
Dec 28, 2022 03:00 PM
Jan 4, 2023 03:00 PM
Jan 11, 2023 03:00 PM
Jan 18, 2023 03:00 PM
Jan 25, 2023 03:00 PM
Feb 1, 2023 03:00 PM
Feb 8, 2023 03:00 PM
Feb 15, 2023 03:00 PM
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