Marketing Portal
Learn how to use our dashboard designed for salespeople
Overview | Marketing PortalQuick overview of the Marketing Portal
CRM
Information about the CRM in the Marketing Portal
CRM in Marketing Portal Overview
CRM in Marketing Portal FAQ
My Meetings
Connecting with prospects is vital in providing them with the solutions they need.
My MeetingsWhat is the My Meetings tab used for?
Where can Salespeople see their upcoming meetings?Where can Salespeople see their upcoming meetings?
Leaderboard
The sales leaderboard is a great way for you and your team to compare performance metrics and encourage healthy competition amongst your team.
Leaderboard Overview
Proposals
The only proposal solution integrated with your platform of choice, Proposal Builder helps you create effective proposals in minutes, giving you more time to build the relationships and results that propel your business forward.
Proposal Builder - Overview
How do I create my Proposal template?
How can I preview proposal templates before use?
How do I delete a proposal?
How can I add Online Presence Reports to Proposals?
Can I create Proposals in multiple currencies?