Please click on the link below to be redirected to our training video on the Plus Button:
The Plus Button is a consistent element of the Saleboat interface.
You will find it on all screens.
The Plus Button serves as a quick method of adding or creating related content.
When you click on the Plus Button, you will be presented with the menu below:
Please click on any of the topics below, should you wish to read more about any of them:
Deal
Contact
Lead
Customer
Meeting
Task