Joint Sales App
Sales plans, opportunities & assessments
Sales Plans
- Overview of Sales Plans App
- Creating a New Sales Plan
- Setting Up Metrics for Sales Plans & Solutions
- Setting up Objectives and Accomplishments on your Sales Plan and Solution
- Adding Audience Information to your Sales Plans and Solutions
- Adding Sales Plan Details
Opportunities
- Overview of Opportunities
- Product Line Items on Opportunities
- Adding an Opportunity
- Editing an Opportunity
- Sharing an Opportunity
- Sharing Multiple or All Opportunities in a Sales Plan or Solution
Assessments
- Overview of Assessments
- Creating an Assessment
- Updating an Assessment
- Cloning (copying) an Assessment
- Sharing an Assessment
- Sharing Multiple or All Assessments