- Salesbox enables users to take various actions dynamically on a particular account. You can add variety of objects such as leads, tasks, opportunities, appointments to an account by either clicking on 3-dot action button to open up the list of action from its list view or clicking on the plus (+) sign to select the preferred action. The objects are instantly updated on main screens and on sub-list of account.
- You can click on the sub-list of leads, tasks, opportunities, notes, photos, documents etc., as you want to view the inside list, where you can also interact with them nearly in the same way as in its main screens.
How can I interact with an account Print
Modified on: Mon, 19 Mar, 2018 at 12:27 PM
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