Joint Sales App

Sales Plans

• Exporting a Sales Plan
• View all Metrics and Hide a Metric
• Overview of Sales Plans App
• Creating a New Sales Plan
• Setting up Objectives & Accomplishments on your Sales Plans & Solutions
• Adding Audience Information to your Sales Plans & Solutions

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Leads

• Overview of Leads
• Lead to Opportunity Conversion
• Lead Workflow
• Create, Edit and Share Leads
• Leads Card on Homepage
• Leads Page

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Opportunities

• Merging Duplicate Opportunities & Other Objects
• CRM Auto Linking
• Overview of Opportunities
• Product Line Items on Opportunities
• Adding an Opportunity
• Editing an Opportunity

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Assessments

• Overview of Assessments
• Creating an Assessment
• Updating an Assessment
• Cloning (copying) an Assessment
• Sharing an Assessment
• Sharing Multiple or All Assessments

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