Gross sales reps want fast entry to necessary paperwork in order that they’ll reference them in dialog with prospects and clients.
Recordsdata on Offers imply you received’t waste time discovering and pulling up related information to your clients, or must handle a separate system for file storage.
Our simple drag-n-drop administration system enables you to do the next with information in a number of codecs (like pdf, doc, csv, jpg, and extra!):
Recordsdata on Offers can be found to anybody that makes use of the ActiveCampaign CRM. Customers who can see offers can add, rename, or obtain information. Admins or customers with “delete a deal” permission can delete. You may be taught extra about Recordsdata on Offers in our assist article.
Recordsdata on Offers are simply the most recent means we’re serving to groups create higher gross sales experiences that result in higher outcomes. Try our latest blogs to see what else we’ve launched: