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...