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.
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