Type notes about the customer's pain points to help the sales team identify products and services that could address these pain points.
Type additional information to describe the opportunity, such as possible products to sell or past purchases from the customer. ...
Type additional information to describe the order, such as the products or services offered or details about the customer's ...
Type additional information to describe the phone call, such as the primary message or the products and services discussed. ...
Type additional information to describe the quote, such as the products or services offered or details about the customer's ...
Type notes about the customer's pain points to help the sales team identify products and services that could address these ...
Type notes or other information about the competitor's strengths, such as top-selling products and targeted industries or ...
Type notes or other information about the competitor's threats to your organization when you sell to the same prospect or ...
Type notes or other information about the competitor's weaknesses or areas in which your organization outperforms the competitor. ...
Type of queue that is automatically assigned when a user or queue is created. The type can be public, private, or work in ...