Gross sales reps want fast entry to essential paperwork in order that they will reference them in dialog with prospects and prospects.
Recordsdata on Offers imply you gained’t waste time discovering and pulling up related recordsdata to your prospects, or must handle a separate system for file storage.
Our simple drag-n-drop administration system helps you to do the next with recordsdata in a number of codecs (like pdf, doc, csv, jpg, and extra!):
- Add
- Rename
- Obtain
- Delete
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 recordsdata. Admins or customers with “delete a deal” permission can delete. You may study extra about Recordsdata on Offers in our assist article.
Recordsdata on Offers are simply the latest manner we’re serving to groups create higher gross sales experiences that result in higher outcomes. Try our current blogs to see what else we’ve launched:
