How to Create and Manage Document and Folder Types with the Constant Section in Sales AI https://www.youtube.com/watch?v=Bslam4lb5kE&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=30 Today’s tutorial focuses on the “Constant” section in the Sales AI platform, specifically covering the “Document Type” submenu and its related submenus, “Folder”…
How to Create and Manage Account Types in Sales AI https://www.youtube.com/watch?v=SXUJy9fuktc&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=29 This video provides an overview of the Account Type feature in Sales AI, which functions as a category maker within the platform. Users are guided through the process of…
How to Generate and Analyze Quote Reports with the Quote Analytics Feature in Sales AI https://www.youtube.com/watch?v=Z3N3kPe3Qzg&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=28 Today, we’re delving into the Sales Order Analytics feature within the Sales AI platform. This tool provides an overview of the total sales orders…
How to Use the Sales Order Analytics Feature in Sales AI to Track and Analyze Your Sales Orders https://www.youtube.com/watch?v=HTTCuns4lEc&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=27 Today, we’re delving into the Sales Order Analytics feature within the Sales AI platform. This tool provides an overview of the…
How to Access and Analyze Invoice Summaries with the Invoice Analytics Tab in SalesAI https://www.youtube.com/watch?v=qBD_bSZCzdw&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=26 Today, we’re exploring the Invoice Analytics tab within the Reports section of SalesAI. This feature allows users to access and analyze invoice summaries for specific…
How to Generate Lead Analytics Reports with the Sales AI Platform https://www.youtube.com/watch?v=rpTdTR1q1z4&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=25 Today, we’re delving into the Lead Analytics Report feature within the Sales AI platform. This report allows users to generate lead reports for a specific month, the entire…
How to Create Custom Reports with the Reports Tab in Sales AI https://www.youtube.com/watch?v=G23dDK4euCQ&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=24 Today, we’re diving into the Reports tab within the Sales AI platform, focusing on custom reports. To create a custom report, users need to specify the report…
How to Create and Manage Campaigns with the Campaign Tab in Sales AI https://www.youtube.com/watch?v=WGYf6AgoQAQ&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=23 Today’s focus is on understanding the Campaign tab within the Sales Aid platform. The tutorial centers on the process of creating a campaign, starting with the…
How to Create and Manage Documents with the Documents Tab in Sales AI https://www.youtube.com/watch?v=yjViZ1pP7o0&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=22 Today, we’re delving into the Documents tab within the Sales section, focusing on the process of creating a document. To begin, users can input the document…
How to Manage Contracts with the Contracts Tab in Sales AI https://www.youtube.com/watch?v=4arVbksSn38&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=21 Today’s focus is on understanding the contracts tab within the Sales AI platform. This feature provides an overview of the total contracts created, including details such as the…
