Webinar: Advanced plan

Webinaire : Plan Avancé

A full demo of the Advanced plan. The best way to track and automate your day for less legwork and more sales. Set up automated processes to make mundane data entry a thing of the past. Workflow automation can be as simple or complex as you need it to be for your process. Enjoy the benefits of full email sync - so you can always see the latest conversation in every deal and track open/clicks.

You'll learn how to:

1: Sync email conversations
2: Track email open and click rates
3: Customize email templates
4: Create a catalogue of your Products
5: Automate processes (Workflow Automation)
6: Improve data quality with Important Fields
7: How to get more data from a contact with one click
8: SSO (Secure Sign-On)

Base de connaissances

Webinaire : Plan Avancé

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