Loop in many others with Watcher Groups
A watcher group is a team of people such as “Inside Sales” that you can loop into an opportunity, quote, po or job with a simple addition...
Converting a Quote to An Opportunity
Normally a Sales Rep will convert an Activity Journal into an Opportunity when there is potential for increased sales dollars. From that opportunity,...
The Life of an Inside Sales Rep – Best Practices for your Success!
Inside Sales Reps find themselves with a wide variety of tasks throughout their day: from specifying to handling direct sales lines to assisting othe...