How can I effectively use the new sales tool?
An example of an AI chatbot conversation about training for a new sales tool.
How can I effectively use the new sales tool?
To get started, familiarize yourself with the dashboard and key features like lead tracking and reporting.
What are some best practices for tracking leads?
Best practices include regularly updating lead statuses, setting reminders for follow-ups, and categorizing leads based on their potential.
Can you show me how to generate a sales report?
Sure! Navigate to the 'Reports' section, select the date range, and choose the metrics you want to include.
Is there a way to automate follow-up emails?
Yes, you can set up automated email sequences in the 'Automation' tab to follow up with leads based on their actions.
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