The Sales Coach guides each salesperson through every deal. An admin writes the sales process once: a pipeline of stages, a checklist for each stage that creates the right tasks at the right time, the documents to use at each step, and qualification questions that give each deal a win probability learned from your team's own won and lost deals. Everyone then follows it on every deal.
- Setting it up (admins): the "Sales coach" page in the left menu, with the tabs "Settings", "Documents", "Checklists" and "Quizzes". See Settings (deal setup and pipelines), Documents, Checklists and Quizzes.
- Using it (everyone): open a deal on the prospect view's "Deals" tab. The Sales Coach takes the place of the website, with the tabs "Progress", "Resources" and "Qualify". See Manage a deal and Add a deal.