Navigating SalesExec
Learn how to navigate SalesExec, access key features, and find the tools you need to manage your sales activities.
- Navigate The Lead Details ScreenView lead information, communicate with prospects, and manage follow-up from one screen.
- Navigate - ContactsCreate and import contacts that can then be associated with leads. Great way to use non active contacts that may convert to leads.
- Navigate - Calendar and AppointmentsUse the shared calendar to access other users calendars, making it possible to set appointments for other salespeople
- Navigate - "Pull" ScreenUse guided selling to keep your users and salespeople on the phone, making outbound dials