System Navigation
By Gabriel1 author4 articles
Navigate - Lead DetailsThis is a screen salespeople will spend most of their time on, you can learn about which parts can be edited or configured
Navigate - ContactsCreate and import contacts that can then be associated with leads. Great way to use non active contacts that may convert to leads.
Navigate - Calendar and AppointmentsUse the shared calendar to access other users calendars, making it possible to set appointments for other salespeople
Navigate - "Pull" ScreenThe Pull screen uses guided selling to keep your users and salespeople on the phone making outbound dials