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  • Atollon Sales & Marketing

  • Typical Sales use Cases

    • Arrange a Meeting and Record Meeting Notes

    • Create new Deal and send Estimate

  • Mass Mail

  • Marketing channels

  • How to setup Product Attributes for Sales Order

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Atollon Sales & Marketing
Typical Sales use Cases

Typical Sales use Cases

Arrange a Meeting and Record Meeting Notes

See below guide to arrange a meeting (calendar event, presentation, etc.) and write meeting notes...

Create new Deal and send Estimate

This wizard will show you how one of the ways to create and use Deals (or Sales Opportunity) in A...

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Created 2 years ago by Jan Safka
Updated 2 years ago by Jan Safka
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