

In this video, I walk you through how to effectively view and manage your opportunities, sales pipeline, and form submissions from your website.
In this video, I walk you through how to effectively take information over the phone to process a quote
In this video, I walk you through the automations feature of our platform, specifically how to set up internal notifications for your staff when new forms are submitted. I demonstrate how to create an opportunity from a quote request and ensure that your team receives an email alert with the relevant details. Please make sure to follow along and replicate these steps in your own account.