Saleboat

The Plus Button

What can you find on the Saleboat Main Menu?

Main Menu

Dashboard

Cards

Where can I view and edit all of my open deals?

Deals

Customers

Settings

Calendar

How do I avoid adding duplicate leads and customers? What do I do if I get a conflict warning?

Conflict Prevention and Resolution

What is my profile and what can I see here?

Profile

What is a sales pipeline and where can I find mine?

Sales Pipeline

Where things can be found and what they mean

The Saleboat Interface

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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