Legacy Apto: Seller Rep Deal Pipeline Workflow

In this session, we discuss working a deal through the Seller Rep Deal Pipeline addressing;

  • Completing a Deal in the Pipeline
  • Tracking Marketing Phase, Offers & Milestones
  • Viewing Reports & Dashboards

NOTE: This was recorded with Salesforce Lightning with v6.1 of Apto. If you have any questions regarding your version, please reach out to support@apto.com for further assistance.

  • Click HERE for a quick one page pipeline cheat sheet or watch the video below

Have more questions? Submit a request