Joint Sales App
Sales plans, opportunities & assessments
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
Leads
- Overview of Leads
- Lead to Opportunity Conversion
- Lead Workflow
- Create, Edit and Share Leads
- Leads Card on Homepage
- Leads Page
Opportunities
- CRM Auto Linking
- Overview of Opportunities
- Product Line Items on Opportunities
- Adding an Opportunity
- Editing an Opportunity
- Sharing an Opportunity
Assessments
- Overview of Assessments
- Creating an Assessment
- Updating an Assessment
- Cloning (copying) an Assessment
- Sharing an Assessment
- Sharing Multiple or All Assessments