Sales Managers

Manager use cases in Scratchpad

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9 articles in this collection
Written by Oscar-Wyett Moore, Joey Rockman, Olivia Lynn and 2 others

Sales Method Views for Managers: Tracking Progress

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

Leveraging Scratchpad Command for deal inspection within Salesforce Reports

In this article you will learn how to bring any data point you need to Salesforce Reports without having to leave the report.
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Written by Oscar-Wyett Moore
Updated over a week ago

Sharing Views with Your Team (for Managers)

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

Assigning 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

Monitor your team's high value opportunities

Learn how Sales Managers are using Pipeline views to monitor their team's high value opportunties.
Olivia Lynn avatar
Written by Olivia Lynn
Updated over a week ago

Managers - More efficient 1:1 deal reviews with your reps

Learn how to efficiently review deals with your reps so they can spend more time generating revenue
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Written by Oscar-Wyett Moore
Updated over a week ago

Note Collaboration and Coaching (Managers and Account Teams)

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

Kanban Forecasting View for Managers

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

Recognition Views for Managers: Highlight Individual Successes on Your Team

Learn how to create views that you can use to showcase successes on your team. These types of views can be great for contests too!
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Written by Joey Rockman
Updated over a week ago