Learning Objectives
After completing this unit, you'll be able to:
- Describe Sales Workspace.
- Name its main components.
One View for the Day
Sales Workspace gathers a rep's pipeline, tasks, and insights on one page. Instead of jumping between tabs, reps see what needs attention next.
- Pipeline shows open opportunities by stage.
- Tasks list calls and follow-ups due today.
- Insights flag deals at risk.
Quiz
To complete this unit, you need to answer all the quiz questions correctly.
+100 Points
1What does Sales Workspace bring together?