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!