Getting started as a Sales Representative
You work in the AI Sales Hub. You act on tasks from the Action Hub, browse the product catalogue with customer-specific pricing, create quotes and orders for your contacts and use AI workflows to work smarter.
Suggested guides
- Manage companies (find and organize your customer accounts)
- Browse products (look up products with customer-specific pricing and stock)
- Manage requests (review and process incoming quote requests from the webshop)
- Manage quotes (track open quotes and follow up on expiring ones)
- Manage orders (monitor order status and payment progress)
- Manage favorite lists (prepare reorder lists so customers can reorder quickly)
- Manage tickets in the Action Hub (act on AI-generated tasks like follow-ups and reminders)
- Use workflows and AI agents (run margin checks, validations and other automated workflows)