Videoaulas

Tours rápidos

Cerca de um minuto sobre cada página que você usa todos os dias.

1:38Tour rápidoHow meetings work1:05Tour rápidoHow tasks work1:06Tour rápidoHow notes work

Primeiros passos

3:30Aula 1Create your PromptLab account3:26Aula 2A tour of your workspace2:44Aula 3Your profile and language2:47Aula 4Invite your team and set roles2:39Aula 5Where to connect your apps

Registros

2:26Aula 6Add and edit accounts2:17Aula 7Add contacts to your accounts2:25Aula 8Import accounts from a spreadsheet2:39Aula 9Import your deals2:52Aula 10Work your pipeline on the board2:35Aula 11Add your own fields2:59Aula 12Views, filters and sorting2:44Aula 13Group records with lists2:13Aula 14Build your own objects

Produtos e documentos de venda

2:55Aula 15Add your products2:18Aula 16Set up price lists2:45Aula 17Send your first quote3:00Aula 18Send and track samples2:52Aula 19Turn a quote into a sales order2:59Aula 20Set your document numbers2:44Aula 21Set up your bag types

Dia a dia

2:09Aula 22Stay on top of your tasks2:12Aula 23Keep notes on your records2:58Aula 24Create your first email campaign

Relatórios e resumos

3:00Aula 25Your dashboard and reports2:52Aula 26Build a custom report2:58Aula 27Daily digests and notifications

IA e automação

2:14Aula 28Ask AI about your data2:46Aula 29Automate with workflows2:30Aula 30Teach the AI about your company