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Sales Manager Use Cases

Sales Manager Use Cases

Learn best practices and ways to leverage Scratchpad to your advantage!

9 articles
OROlivia Lynn avatar+2
Written by Oscar-Wyett Moore, Rickman Ryals, Olivia Lynn and 2 others

Managers: Conduct More Efficient 1:1 Deal Reviews With Your Reps

Say 'hello' to a better way to proactively coach your team and drive high-performance behavior for each rep.
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Written by Oscar-Wyett Moore. Updated over a week ago

Managers: Share Views with Your Team

A Manager's Guide to Sharing Views with Your Team
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Written by Rickman Ryals. Updated over a week ago

Managers: Monitor Your Team's High-Value Opportunities

BIG DEAL? No problem!
Olivia Lynn avatar
Written by Olivia Lynn. Updated over a week ago

Managers: Collaborate via Notes & Coach Proactively

A guide to Scratchpad Notes collaboration and coaching for Managers and Account Teams.
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Written by Rickman Ryals. Updated over a week ago

Managers: Leverage Scratchpad Command For Deal Inspection Inside Salesforce Reports

Bring any data point you need to Salesforce Reports without having to navigate away from it
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Written by Oscar-Wyett Moore. Updated over a week ago

Managers: Kanban Forecasting View

Configure a Kanban view for quick and easy forecast review with your team
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Written by Rickman Ryals. Updated over a week ago

Managers: Sales Method Views for Tracking Progress

Learn how to create views that you can use to get a quick overview of gaps in in Sales Methodology Data
Joey Rockman avatar
Written by Joey Rockman. Updated over a week ago

Managers: Highlight Individual Successes on Your Team with Recognition Views

Create views that showcase successes on your team - great for peer-to-peer competition!
Joey Rockman avatar
Written by Joey Rockman. Updated over a week ago

Managers: Assign Tasks During a Pipeline Review

Two ways to create and assign tasks without opening a new tab.
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Written by Maddy Low. Updated over a week ago