What You’ll Learn
In this class, you’ll see how to use Sales Suite (early access) workflows in CompanyCam to create photo-rich proposals, add customer entries, and build a price book that helps you price jobs with confidence.
CompanyCam users who include photos in their proposals are 5x more likely to have those proposals accepted and paid, so we added these workflows to help you close more deals and start them off with confidence.
Pressed for time? Check out these specific timestamps:
- 3:24 Sales Suite Overview
- 7:54 Create a Proposal
- 26:05 Collect Payments in the Field
- 28:27 Create Project Boards
- 30:30 Add to the Customer Directory