How to use productivity Tools

How to use productivity Tools

Prerequisites

  1. Permissions:  Productivity management>>Basic Access: Toggle on Read, Create and Update  & Administrative Access: Read All and Update All.
  2. Product Plans: All
  3. Activities to be Completed: None

Step by step process

Productivity tools can be available for 4 entities Leads, Deals, Companies and Contacts.

Lead Entity

1.) Navigate to CRM Dashboard>>Leads>>Lead Listing Page>>Select any specific lead.


2.) Click on any Lead>>productivity tools>>select any productivity tools and performs action.

Notes- A way to add key points to your presentation.
Tasks- Task can be created according to the requirement of your business.
Meetings-Meeting can be aligned by the sales professional in the scheduler and providing the information.
Emails- Emails can be configured in kylas using the option as Gmail, Outlook and others.
Messages- Whatsapp and text messages can be send using phone number.
Call logs-  For call logs enter your phone number.
Documents-  Document can be uploaded using productivity tools.



Deal Entity

1.) Navigate to CRM Dashboard>>Deals>>Deal Listing Page>>Select any specific deal.



2.)  Click on any Deal>>productivity tools>>select any productivity tools and performs action.

Notes- A way to add key points to your presentation.
Tasks- Task can be created according to the requirement of your business.
Meetings-Meeting can be aligned by the sales professional in the scheduler and providing the information.
Emails- Emails can be configured in kylas using the option as Gmail, Outlook and others.
Messages- Whatsapp and text messages can be send using phone number.
Call logs-  For call logs enter your phone number.
Documents-  Document can be uploaded using productivity tools.
Quotation-  Quotation is document provided by sales professional to the client to know how much goods or services will cost before they commit to the purchase.




Contacts Entity

1.) Navigate to CRM Dashboard>>Contacts>>Contacts Listing Page>>Select any specific Contact.


2.)  Click on any Contacts>>productivity tools>>select any productivity tools and performs action.

Notes- A way to add key points to your presentation.
Tasks- Task can be created according to the requirement of your business.
Meetings-Meeting can be aligned by the sales professional in the scheduler and providing the information.
Emails- Emails can be configured in kylas using the option as Gmail, Outlook and others.
Messages- Whatsapp and text messages can be send using phone number.
Call logs-  For call logs enter your phone number.
Documents-  Document can be uploaded using productivity tools.
Quotation-  Quotation is document provided by sales professional to the client to know how much goods or services will cost before they commit to the purchase.





Company Entity

1.) Navigate to CRM Dashboard>>Company>>Company Listing Page>>Select any specific company.




2.)  Click on any Company>>productivity tools>>select any productivity tools and performs action.

Meetings-Meeting can be aligned by the sales professional in the scheduler and providing the information.
Quotation-  Quotation is document provided by sales professional to the client to know how much goods or services will cost before they commit to the purchase.
Documents-  Document can be uploaded using productivity tools.‚Äč



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