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Jon_HomePoint
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Jon_HomePoint on January 09, 2025
Add Listings Object as a Menu Item (like Contacts, Deals, Tickets, etc).
Thank you for creating the Object Listings. A request would be to have it as a main menu option on the navigation under CRM along with Contacts, Deals, Tickets, etc. It's a little cumbersome to get to see all of our Listings and there is no way to b read more
Reply Idea Account Settings
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Jon_HomePoint
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December 14, 2024
Reply to Best practices for internal sales training materials such as objection handling mini conversations
Thanks @ScottPennwood and we have used Playbooks. As you state, they are great for providing the talking tracks and outlines alone with questions t...read more
Jon_HomePoint on December 13, 2024
Best practices for internal sales training materials such as objection handling mini conversations
What has anyone seen be the best ways to provide easily accessable sales training materials to reps for viewing both on their own as well as quickly accessable when on a call. Between Documents and snippets and the delination between for internal us read more
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