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Sales Coaching add-on

Sales Coaching reviews the conversations on each deal and shows reps what to work on. The Estimates list also works on phones and tablets.

v2.297.0

New2

NewSales

Sales Coaching for your team

The Sales Coaching add-on reviews the calls, texts and emails on each deal and shows each rep what went well and what to work on. Open it from your profile menu, see the team roster, and manage coaching credits in settings.

  • Final storage prices at a glance. Sales and coordinators can open a price dropdown on storage pages to see final prices while talking with a customer. Sales

Improved1

  • Team Members shows the traits you set. Team Members shows the traits set in Admin, and the old built-in Trainer trait is gone. Admin

Fixed1

  • Estimates list works on phones. The Dispatch Estimates list switches to cards on phones and tablets, so you no longer scroll sideways. Dispatch