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Setting Up Your Sales Assistant

This short video shows you how to set up your preferences in Sales Assistant to start receiving AI-powered lead recommendations.

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Over deze cursus

This short video shows you how to set up your preferences in Sales Assistant to start receiving AI-powered lead recommendations. 

After watching this video, you’ll be able to: 

  • Navigate to and launch the Sales Assistant setup flow. 
  • Select and update your product or service offering. 
  • Create or choose an Account List with at least five accounts. 
  • Define Must have and nice to have criteria for lead classification to tailor lead recommendations. 

Over deze cursus

This short video shows you how to set up your preferences in Sales Assistant to start receiving AI-powered lead recommendations. 

After watching this video, you’ll be able to: 

  • Navigate to and launch the Sales Assistant setup flow. 
  • Select and update your product or service offering. 
  • Create or choose an Account List with at least five accounts. 
  • Define Must have and nice to have criteria for lead classification to tailor lead recommendations. 
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