Sales & Success Center FAQs
- How do I adjust salesperson notification settings?
- How can I find the most recent client activity?
- Can I Un-Archive an Order in the Sales and Success Center?
- How do I display the time zone for my account in Sales & Success Center?
- How can I hide the leaderboard in Sales & Success Center?
- Can I limit snapshot report creation per 'Market'?
- Can I edit a sales activity in the Sales and Success Center?
- Account Status tags in Sales & Success Center
- Can a Salesperson be added to multiple markets?
- How to disable Salespeople from selling standalone products on opportunities and orders?
- What is the difference between a Sales Manager and a Salesperson?
- Where can salespeople see their upcoming meetings?
- Can salespeople connect their Google Meet or Zoom account after they've scheduled a meeting?
- Where can salespeople find their booking links?
- How do salespeople access Meeting Scheduler?
- How do I access Sales & Success Center from Partner Center?
- Can I hide the training resources tab in Sales & Success Center?
- How do I hide wholesale pricing from my Salespeople?
- How do I automatically create sales activity for my emails?
- Can I send or stop Email campaigns while impersonating a Salesperson in Sales and Success Center?
- How do Salespeople cancel pending orders?