Sales and Marketing Tasks

• Sales Orders Overview
  • Automatic Sales Orders vs Manual Sales Orders
  • Automatic and Manual Sales Orders Process
• Sales Orders and Line Items
• Creating a Sales Order
  • Create Sales Orders Manually
  • Create Sales Orders Automatically
• Creating a Sales Order Line Item
• Adding and Duplicating Contacts
  • Adding a Contact
  • Duplicating Contacts
• Merging Contacts
• Synchronizing Contacts to HubSpot
  • Contact List Synchronization
• Adding an Institute
• Creating Demo Reports
• Exporting Your Sales Pipeline
• Exporting Next Step Reports
  • Related Topics:
• Logging a Customer Interaction
• Automatic Logging of Customer Interactions
  • Inbound, Outbound, and Quote Interactions
  • Web Request Interaction
• Sending a Customer Survey
  • Survey Completion
  • Following Up on Unfinished Surveys
• Patents