How to Create a Sales Call List with the Call Tab in Sales AI https://www.youtube.com/watch?v=gcrnplXdNS4&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=20 Today’s session is dedicated to understanding the call tab within the sales chain, specifically focusing on the process of creating a sales call. To initiate…
How to Use the Meeting Tab in Sales AI to Schedule and Manage Your Sales Meetings Other Tutorials Support How to Customize and Configure the Settings in Sales AI Read More Support How to Create and Manage Constant Types with…
How to Create and Assign Tasks in Sales AI: A Comprehensive Tutorial https://www.youtube.com/watch?v=OfIJRvIIpdo&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=18 Today’s discussion centers around the task tab in the Sales AI platform, focusing on the process of creating and assigning tasks to specific users within particular departments.…
How to Use the Calendar Tab in Sales AI: A Practical Guide https://www.youtube.com/watch?v=48SFQYESut4&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=17 Today, we’re exploring the calendar tab within the Sales AI, which provides an overview of the month, week, and day. This feature allows users to view events…
How to Create Cases in Sales AI: A Complete Guide https://www.youtube.com/watch?v=19kw36JQ76E&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=16 Today, we’re delving into the process of creating cases within the Sales AI platform. Cases can be viewed in both the green view and the list view, providing flexibility…
How to Manage Payments in Sales AI: A Detailed Overview https://www.youtube.com/watch?v=DR4vpMLmgaQ&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=15 Today’s focus is on the payment tab within the Sales AI platform. When a payment is made, its details will promptly appear in this section. These details include the…
How to Create Invoices in Sales AI: A Quick and Easy Guide https://www.youtube.com/watch?v=OhjYONyGL7A&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=13 Today’s focus is on the invoice tab within the Sales AI platform and the process of creating an invoice. It’s a straightforward procedure – simply click on…
How to Create Sales Orders in Sales AI: A Simple and Effective Guide https://www.youtube.com/watch?v=OhjYONyGL7A&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=13 In this tutorial, we’re focusing on creating sales orders within the Sales AI platform. The process is straightforward – simply click on the “create” option and…
How to Create and Manage Quote in Sales AI: A Step-by-Step Guide https://www.youtube.com/watch?v=FtVYR-_tFJs&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=12 In this tutorial, we’ll delve into the Quote tab within the Sales AI platform. We’ll walk you through the simple process of creating a new quote, using…
How to Manage Products and Sales AI in Your Online Store https://www.youtube.com/watch?v=07WtLjZhC_k&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=11 Today, we’re delving into the product tab and the sales aid. We’ll be covering how to add products, view them in the grid and list formats, import and…
