Summary
In this short video, you'll see some of the most common use cases and best practices for a Sales Rep using PeopleGlass.
What you'll learn:
Customize your views to ensure you're seeing only the records you want to see as a sales rep
Quickly update Opportunity sales stages, next steps, and other critical fields
Add private notes for each of your sheets through Custom Columns
Give it a try!
Start updating your Opportunities and Accounts in a flash at https://glass.people.ai/.
---
Have more questions on PeopleGlass? Reach out on Intercom using our app.