5 docs tagged with "sales"

How a salesperson calls a contact, an account or a lead in Microsoft Teams from Parsware Sales, and records how the call went.

What is in the Parsware Sales app, where to find leads, customers and activities, and how the timeline ties them together.

How a salesperson records an email, a phone call, a task, an appointment or a note about a customer, and marks it complete.

How a salesperson writes and sends an email from Parsware Sales, sees whether it went, and sends it again when it failed.

How a salesperson picks up a new lead, keeps its state up to date, and links it to the account and contact it becomes.