un-categoriesed

Can I undo something? 3 min read Feature We all often make mistakes. It happens right? Fortunately, there is an undo button for that on SalesTitan. What is the function…

CRM Accounts: Accounts are companies (B2B) or direct Customers (B2C) with whom a company has business relations. Accounts contain different data, such as customer contact information, company name, addresses, etc.  SalesTitan CRM Account can also…

CRM Contacts: Contacts are the Lead's contact information stored in the SalesTitan database. If your lead is B2B, then your contact will be a representative of that company. If your…

CRM Products:Manage your products with SalesTitan CRM. Create a product management system of measurable properties related to the products your company sells. This might include, Product Price, Tags, SKU, and…

CRM Activities:With CRM Activities, schedule events and meetings with clients directly from the system. Set meetingDate and Time, Location, and other relevant information. One can also request help from a particular…

CRM - Opportunities:Opportunities improve the value of a Lead and assist your team in identifying and monitoring the prospects that are close to closing. The "Opportunity Board" and "Opportunities Pipeline"…

SalesTitan CRM Leads:To get started with SalesTitan CRM Leads, go to top bar in the Sales OS and click on Leads.  This will redirect you to the leads board.CRM - Leads…

Setup Account This page will help you get started with AtmosAI. You'll be up and running in no time! AtmosAI Pro Tip: Check your email for an Atmos invite! Admins…