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Selling Features
Step-by-step instructions on how to use the sales tools.
27 articles
AI Benchmarks
How To Add or Edit Contact Milestone
How to use Smart ListsWhat is special about List, How to use the list & How to Create the List
How to use Event TagsHow to use Event Tags & How to create Event Tags
How To Bypass Uploading Contacts
How to Create a Task
How to Create a Follow-Up
How to Create an Activity
How to Use the Selling System
How to navigate the Selling tab
How to Create a Note
AI Suggestions
How To Import Contacts For Specific Account
How To Create A Transaction
Organize Your ContactsCategorize your contacts into our selling system
How To Import Your Contacts
How to use a Milestones
Monthly KPI's Tracker
How To Use The KPI Tracker
How To Use The Referral to Application KPI Tracker
How To Use The Events Attended KPI Tracker
How To Use The New Referrals
How To Use The Referral Partners KPI Tracker
How To Use The Prequalified
How To Use The Referral Partners Activity
How To Use The Follow-ups to Referrals
How to use the Asked For Meeting KPI Tracker