Sales

• Check-in for field sales team
• Forecasts and Quotas
• Getting Sales Insights
• Managing Quotes
• Managing your Deals
• One View in Deals
• Setting up Playbooks
• Creating and Sharing Appointment Pages
• The Deal Journey View
• Track Deal age and Case age
• Understanding Deal Sales Stages and Lifecycle
• What are Deal Revenue Line Items
• What are Email Sequences
• Stock Adjustments
• Stock Reservation
• Sales Returns
• Purchase Returns