23 docs tagged with "sales"

Learn how to use the Assign a sales team action to randomly assign a salesperson from a selected team to an account.

Learn how to use the Assign a salesperson action to assign a specific salesperson (or one chosen randomly from a pool) to an account.

Learn how to use the Charge an invoice action to automatically collect payment on a specific invoice.

Learn how to use the Close all sales opportunities action to close every open opportunity on an account.

Learn how to use the Close opportunity action to close a specific opportunity on an account.

Learn how to use the Create a proposal action to automatically generate a sales proposal on an account.

Learn how to use the Create a sales opportunity action to create a CRM opportunity on an account with pipeline, stage, and custom field configuration.

Learn how to use the legacy Create a sales task action to create a sales task on an account.

Learn how to use the Create a Snapshot Report action to generate a Snapshot Report for an account or company.

Guide to the Business App CRM - contacts, opportunities, sales pipelines, forms, and tasks for managing customer relationships and closing deals.

Learn how to use the Finalize an invoice action to lock a draft invoice for payment collection.

Learn how to use the Get open opportunities action to retrieve all open opportunities on an account.

Learn how to use the Log activity and hotness rating action to log a business activity and raise the account's hotness rating.

Learn how to use the Query opportunities action to search for opportunities based on filter criteria.

Learn how to use the Reopen opportunity action to return a previously closed opportunity to an active pipeline stage.

Rebrandable decks, product info, and video resources for selling Vendasta Services: Marketplace assets, sales deck, and unbranded marketing videos.

Learn how to use the Send an invoice action to email an invoice to the customer.

Start an automation when a sales activity is logged on an account.

Start an automation when the status of a legacy sales task changes.

Start an automation when a salesperson is assigned to an account record.

Start an automation when a Snapshot Report is generated or refreshed for an account.

Start an automation when an opportunity is created, moves to a new stage, or is marked won or lost.

Learn how to use the Unassign salespeople action to remove all salesperson assignments from an account.