- Connect your email account to send emails from a lead, contact, or deal
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See how Sell email integration works 2 min
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Demo: Connect your email account 3 min
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Demo: Send an email from a lead, contact, or deal 2 min
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Hands-on activity 5 min
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Knowledge check 2 min
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Demo: Add your work calendar to Sell 2 min
- Add Voice to talk to your customers
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Understand how calls work in Sell 2 min
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Demo: Use Voice to place and log a call 3 min
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Hands-on activity 5 min
- Wrap Up
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Course Summary
On-Demand: Add channels to talk to your customers directly from Sell
Video (12 min)
Reading (5 min)
Hands-on activity (15 min)
Description
This course will show you how to connect channels like email and Voice so that you can talk to customers in Sell without switching tools.
Course Topics
- Connect your email account to send emails from a lead, contact, or deal.
- Add Voice to talk to your customers.
Audience
Anyone who talks to customers directly, including sales reps and their managers.
Recommended Pre-requisites
Introduction to Sell
Instructional Designer