How to Use the Opportunities Tab in Sales AI to Create and Manage Opportunities https://www.youtube.com/watch?v=aVYW0AZ8kw4&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=10 Today, we’re going to explore the opportunities tab and the sales tab. Let’s start by understanding how to create an opportunity. It’s a straightforward process.…
How to Use the Leads Tab in Sales AI to Create and Manage Leads https://www.youtube.com/watch?v=hnY8HTSFz54&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=9 In this tutorial, we’re diving into the leads tab in our sales system. This tab is where we create and manage our leads. When creating…
How to Use the Contact Tab in Sales AI to Create and Manage Contacts https://www.youtube.com/watch?v=NTGI76qt1OM&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=8 The video tutorial provides an overview of the contact tab in the Sales AI, focusing on the process of adding a contact. It demonstrates the…
How to Use the Accounts Tab in Sales AI to Create and Manage Client Accounts https://www.youtube.com/watch?v=EkaQ54zYk0k&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=7 The video tutorial focuses on the Sales AI accounts tab, demonstrating its use in creating client accounts. It begins by showcasing the process of…
How to Use the Form Builder in Sales AI to Create and Manage Forms https://youtube.com/watch?v=XAe3VE5v3UE&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=6 In this video, we explore the form builder feature within Sales AI. The form builder is designed to gather information about users registering on a…
How to Use the Notification Templates in Sales AI to Generate Customized Notifications for Different Events https://www.youtube.com/watch?v=0O8VVemUoeI&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=5 In this video, we delve into the notification templates within Sales AI. We explore how these templates are utilized to generate specific notifications…
How to Use the Users Tab in Sales AI to Create and Manage User Accounts https://www.youtube.com/watch?v=-52dGmMG7QA&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=4 The “Users” tab in Sales AI allows users to create and manage individuals who can access the dashboard and perform various assigned tasks. Creating…
Learn How to Create and Assign User Roles and Permissions in Sales AI Using the Role Tab https://www.youtube.com/watch?v=T3UFhV7dJlQ&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=3 The “Role” tab is a feature that allows users to create and assign specific tasks and permissions to individuals within the system.…
Track Sales Performance and Manage Tasks in One Place with a Comprehensive Sales Dashboard https://www.youtube.com/watch?v=1LO1rxpY1eI&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J&index=2 The Sales AI dashboard is a comprehensive tool that provides an overview of various elements essential for managing sales activities. It encompasses a range of…
Learn How to Use the Dashboard and Update Your Profile in Sales AI: A Video Tutorial https://www.youtube.com/watch?v=w9csAg_kzkA&list=PL7iTFgKuioZ6MwBB5HhcOq_KQQGDem-9J In this video, I provide an overview of the Sales AI and MEJ product and its key elements. I also demonstrate what the…
