Sales Automation

Articles

Overview
The Sales Automation tool allows your team to  track  and automate repeatable sales actions from identifying a lead to  converting a proposal into  a job.  Sales Automation monitors  the status of leads  throughout the sales  ...
Task Management
Tasks are custom notifications that can be added to leads, proposals, or individual customers.   Creating a task from an entity (a lead) will auto populate some of the details based on that entity.   Follow ups and reminders are used to i...
Change History
Throughout the Sales Automation tool  you will find  an icon indicating that you can view the change history for  a  lead ,  proposal , task, etc .   The history log shows what action was taken, who performed the acti...
Dashboard
The dashboard provides a way for you to view key details about the sales workflow and your team’s  performance  using widgets .  You can create multiple dashboard  widgets  to display the information you need  (for example, view l...