Profile

What is my profile and what can I see here?

Monique Le Roux

Last Update vor einem Monat

Your Saleboat profile contains all information about and belonging to you, along with some useful tools such as your customer map and sales pipeline (to name a few things)

Captains and Officers can find information for individual users in their user profiles from Organisation > Teams > User OR Organisation > User.

If you want to read more about each of the buttons in the Profile, please click on the relevant link below.

Activity

Performance


Leads


Customers

Calendar

Customer Map

Tasks


Sales Pipeline

Daily Check-ins

Locate

Meeting Summary Report

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