Find out how using Workbooks will help you improve your sales effectiveness, keep all  your deals up-to-date and close more sales.  You’ll learn how to:

  • Find and use the Sales Executive Dashboard;
  • Update Opportunity records to make sure the business has up-to-date pipeline information and no deals slip through the net;
  • Link follow-up activities to Opportunities and track the key contacts involved in the sale;
  • Share emails between Workbooks and Outlook to ensure there’s full visibility of all communications.