MEJ Sales AI

Today’s tutorial focuses on the “Constant” section in the Sales AI platform, specifically covering the “Document Type” submenu and its related submenus, “Folder” and “Type.” The demonstration begins with an overview of these two submenus. In the “Folder” section, users are shown how to create a folder type by specifying its name, parent, and any restrictions, followed by clicking the save button to finalize the creation. Moving on to the “Type” section, the tutorial illustrates the process of creating a document type by defining its characteristics and saving the details. The video concludes by summarizing the process of creating document and folder types within the “Constant” section of the Sales AI platform.

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