Pipeline Management

Best practices for using Retailsphere Pipeline Management

• Managing Deals in the CRM
• Space Deal Presets
• Marking deals as Won or Lost
• Using the “Reach Out” feature to bulk email and subscribe to cadences
• Creating a new email template
• Selecting email templates from the template browser
• Sharing email templates
• How to connect your email account to Retailsphere
• Deal Pipeline Overview
• Adding contacts to your CRM
• Organizing your contacts with Lists
• Removing contacts from your CRM
• Exporting contacts
• Filtering your CRM contacts
• Viewing a contact
• Syncing CRM Contacts
• Best Practices: How to Add an Owner
• How to manage spaces
• Intro to CRM and Retailsphere Successful Prospecting
• How to Use Retailsphere's CRM Retailer Tab
• Reviewing Activity Across Your Team
• How to create and manage multiple pipelines