Navigate to: 1. Sales App- Home 2. Search Filter 3. Events 4. Lead Details 5. Sales Kit 6. Others 1. Sales App- Home Column Description Upcomi...

  You will get a quick snapshot of: 1. Creating a lead from the Sales Agent app 2. Adding details while creating leads 1. Lead Creation from Sales A...

Navigate to: 1. Creating a lead from a channel partner 2. Creating a new channel partner 1. Creating A Lead From Channel Partner I. Click on the ...

Navigate to: 1. Lead card 1.1. Moving the lead card to different buckets 1.2. Schedule or edit an event with the lead 1.3. Reach out to any lead throu...

Navigate to: 1. Accessing lead details 2. Editing lead details, category, & status 3. Transferring the lead 4. Lead history 1. Accessing ...

Navigate to: 1. Business use cases 2. Top features 3. Steps to transfer leads from the Sales App 4. Frequently Asked Questions 1. Business Use C...

Navigate to: 1. Searching the lead 2. Listing the leads as per the lead claimed date 3. Refining your lead search by using filters 1. Searchin...

Navigate to: 1. Virtual meeting invite 2. How can agents send a virtual meeting invite to a lead? 3. How will agents see the Virtual Meeting link from th...

Navigate To: 1. Types of events 2. Ways to schedule events 3. Scheduling events 4. Updating events 1. Types of Events   Follow-Ups: A rem...

Navigate to: 1. Call modal 2. Following up with the lead 3. Scheduling a face-to-face meeting with the lead 4. Scheduling a site visit with the lead ...