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Key Workflows for Sales Reps

Updated over 2 weeks ago
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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.

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