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  1. Vendasta Support
  2. Sales & Success Center
  3. Accounts

Accounts

  • Sales & Success Center: Voice-to-text sales notes
  • Sales & Success Center: Quick links to access Vendasta sales expertise (White-labeling implications)
  • Sales & Success Center: Pin a card on the Account Details page
  • Can I send or stop Email campaigns while impersonating a Salesperson in Sales and Success Center?
  • Share your screen with Crankwheel
  • How do Salespeople cancel pending orders?
  • Limit monthly Snapshot Reports per salesperson
  • Account Analytics in Sales and Success Center
  • Account health
  • Create account in Sales and Success Center
  • Assign Business Priorities to your accounts
  • Start and manage campaigns
  • Log sales activity from an external email program
  • Recent Activity in Sales & Success Center
  • Log Sales Activity in Sales & Success Center
  • Hot Lead Notification Emails
  • Hotness Rating
  • Editing and Deleting Contacts
  • Archiving Accounts
  • Consult your hot leads
  • The Loop
  • Sales & Success Center: Limited-time offers
  • Sales & Success Center: Track sales emails with the Gmail extension
  • Sales & Success Center: Calendar Task View
  • Salespeople can now see emails sent from Task Manager
  • Sales & Success Center: Assign Business Priorities to your accounts
  • Sales & Success Center: Account health
  • Sales & Success Center: Account analytics
  • Sales & Success Center: Prospect creation revamp
  • Sales & Success Center - Task Management
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