Lesson 103 · Sell with BuildBetter
Which Sales settings belong to me and my team?
Find your setup, process and connections.
You’ll be able to
- Find your own setup
- Inspect your team’s sales process
- Check connection ownership
Read the docs
Synced from docs.buildbetter.aiThe help pages for this lesson, kept up to date. Read them here without leaving the lesson.
Related in the docs
Transcript
You can now find the Sales settings that shape your work and your team's process.
Open Settings and choose Sales settings.
My work shows your own setup, including the quota information available to you.
Under Sales process, read the qualification pack your team uses on deals.
Open Edit stages and terms to inspect the stage list. Cancel leaves it as it is.
Managers also see Team and coaching. These controls apply to the people they manage.
Manage connections takes you to the accounts behind your calendar, email and CRM.
Next up, handle a support conversation.
