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
Have more questions? Please contact our People.ai Support here.