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Sales Module
Sales Module
53 articles in this collection
Written by engagebay
Explain what each of these actions and conditions does
How do I customize the columns I want to see on the contacts list
How do I edit a contact
How do we access the reports
How to add deals
Creating Appointment Links
Difference between automation and workflows
Difference between Smart and Static list
How can I create slots
How do I access deleted contacts and others
How do I choose the fields I want to see on the contact form
How do I customize the calendar URL and the calendar page
How do I customize the columns I can see on Deals
How do I duplicate a contact
How do I generate reports
How do I see users activities on the system
How do I sort contacts
How do I sort deals
How do I use the saved filters
How do you create automation on sales
How do you create workflows
How many types of custom fields can I create and use
How to add products
How to change the view on task and deals
How to configure the calendar
How to create a sequence on the sales module
How to create custom deal tracks
How to create custom fields
How to create lists
How to create or import companies
How to create or import contacts
How to create Proposals
How to create task types and statuses
How to create tasks
How to filter contacts
How to filter deals
How to import Deals
How to perform bulk actions
How to save filters
How to search for contacts
How to send reminder emails for appointments
How to set up 2-way sync with your email account
How to setup Call Scripts
How to upload my files that can be attached to emails
What are Activities
What are the different actions and conditions under the CRM & Sales tab of the automation builder
What are the different triggers and how does each of them work
What is Lead Score
What kind of automation can I execute on the sales module
What kind of bulk actions can I perform on Deals
What kind of custom reports can we generate
What type of Bulk Actions can I perform, and how
Where can I customize the confirmation email
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