Managing Your Sales Workflow with SalesView
Describes the capabilities available for managing your sales workflows
5 articles
- Getting Started with Sales WorkspaceWhat Sales Workspace is, how the Drafts/Leads/Deals/Orders/Payments flow works, and how to turn it on.
- Managing Drafts and LeadsDrafts vs. Leads, permission-based visibility, lead stages, the Lead Detail page, and Internal Notes.
- Managing DealsWhy deals are separate from leads, deal stages, creating a deal, the Deal Summary, the Kanban board, and the Deal Dashboard.
- The Embedded ConfiguratorRevising vs. creating a new design, webhook behavior for integrations, and the automated email gap vs. the external configurator.
- Orders and Payments in Sales WorkspaceIdeaPay, Digital Signatures (beta), and what's still on the roadmap for the Orders and Payments tabs.