Practical knowledge for Swiss SMEs
: Guides
Guides for : step by step to the functions, with menu location, steps and limits. For your everyday work in .
Start & overview
7 guides
Setup & customisation
8 guides
Contacts & leads
11 guides
Deals & cases
9 guides
Marketing & outreach
11 guides
Reports & data
5 guides
AI assistant
11 guides
- Handle everyday Sales tasks in conversation
- Manage contacts in conversation
- Manage sales cases in conversation
- Sales processes and leads in conversation
- Edit deals and activities in conversation
- Leads and deal offers in conversation
- Manage contacts in conversation
- Contact blocks, tags and research in conversation
- Company knowledge
- AI queue
- Local collector
The next step starts with a conversation.