Lesson 96 · Sell with BuildBetter
How do I get started in Sales?
Your accounts, your working time and your first review.
You’ll be able to
- Review your Sales setup
- Check your accounts and working time
- Read an action before you approve
Read the docs
Synced from docs.buildbetter.aiThe help pages for this lesson, kept up to date. Read them here without leaving the lesson.
Transcript
You can now find your way through Sales setup and see what is ready for you.
Start with Welcome. Check what your admin has already set up.
Open Connect to link your mail and calendar. Each Skip explains what you will miss.
Under You, check the signature that will appear in your drafts.
Check your time zone and working hours before moving on.
Your book shows the deals assigned to you. Not mine tells your admin about a wrong assignment.
How it works shows where to find your day, your deals and the actions waiting for you.
Read Your first approve carefully. The available action depends on what is waiting in your account.
Next up, see what needs your attention today.
