The Saleboat Interface
Where things can be found and what they mean
10 articles
The Plus ButtonWhat does this button do?
DashboardYour daily overview
CardsDashboard - Meetings, Calls & Tasks
DealsWhere can I view and edit all of my open deals?
CustomersSaleboat Customer List
SettingsWhat settings do I have access to?
CalendarWhat is on my Saleboat Calendar?
Conflict Prevention and ResolutionHow do I avoid adding duplicate leads and customers? What do I do if I get a conflict warning?
ProfileWhat is my profile and what can I see here?
Sales PipelineWhat is a sales pipeline and where can I find mine?