Sales & Success Center: Assign priorities to accounts

Question

With the ability to assign goals and priorities to business accounts, you’ll be able to enhance communication between your team and their clients.

Business Priorities1227×732 78.3 KB

Vendasta Support

Sales & Success Center: Assign Business Priorities to your accounts

What is it?
This feature allows you to assign Business Priorities to your accounts in Sales & Success Center. These priorities include:

Main goals
Training priorities
Quick wins

Your interna...

jbastian · Answer

Love the “Quick Wins” section of assigning business priorities. Would love to hear more about how everyone is using this awesome feature and if they have any unique quick wins they’d like to share!

golander · Answer

So helpful as more and more teams work remote.

eBusinessWorks_Ty · Answer

I love it! The V Team continues to exceed any expectations I have. I am grateful.

Community

Sales & Success Center: Assign priorities to accounts