Sales and CRM
Getting Started
CRM
Sales Pipeline
- Opportunities: Tasks
- Sales Pipeline Overview
- Adding and Editing Stages in a Sales Pipeline
- Creating Multiple Sales Pipelines
- Deleting Pipelines and Pipeline Stages
- Using the Opportunity Drawer
The Opportunity Manager
- Opportunity Manager Overview
- Creating Opportunities from the Opportunity Manager
- Sorting and Modifying Columns in the Opportunity Manager
- Exporting Opportunities from the Opportunity Manager
- Archiving and Restoring Opportunities
- Using Advanced Search in the Opportunity Manager
Sales Reports
- Using Custom Reports
- List of Custom Report Widgets
- Sales Reports Overview
- Pipeline Value Report Overview
- Opportunity Health Report Overview
- Conversion Analysis Report Overview
Sales Dialer
Meetings
- Connecting Email Accounts to Meetings
- Using Meetings
- Sharing Meetings
- Editing Settings for Meetings
- Administrator Settings for Meetings
- For Administrators: Configuring Custom Domain Settings for Meetings
Accounts
- Life of the Account Icons and Overview
- Edit a View in the Account Manager
- Deleting Views from the Account Manager
- Modifying Columns in the Account Manager
- Log a Call in an Account's Contact
- Account Import History Overview