Skip to main content
Key Workflows for Sales Reps
Updated over a week ago


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


Have more questions on PeopleGlass? Reach out on Intercom using our app.

Did this answer your question?