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Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days. For this, we can use the “What’s newly assigned

When creating a form in Customer Insight Journeys (real time) one option is to embedd it in an existing page. A customer asked me if it was possible to get

Using the “Sales Copilot” we can get the list of opportunities assigned to us. For this, we can use the “Show my pipeline” prompt To enable Sales Copilot, Inside Sales

Introduction Are you feeling overwhelmed by the myriad of CRM options out there? Fear not! In this guide, we’ll demystify the world of CRMs and help you find the one