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