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)