• When and how to use Sales Automation & Triggers
• Re-engaging cold prospects with powerful reminders
• Tracking key dates such as the Quote Due Date for following up
• Updating Company Statuses based on the Status of your Sales
Presenter: Banu Subramaniam (Professional Services Manager)
Host: Alec DiRienzo (Technical Account Manager)
• Customize the look of the Client Portal
• Invite and…
• Customize Invoice Template styling and Custom Fields
• Show Work…
This has been a year where most businesses have been…
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
•…
• Email Capture Rules and Integration Settings
• Request Inbox…
