Introduction to Membrain
- Sales Projects
- Logging notes and phone calls
- Puzzle pieces, red flags and warning
- Membrain Go
- Glossary - sales terms used in Membrain
- Applying Labels on a Company / Contact level
- Resetting your password
- So how do I find my leads and contacts?
- One of our sales reps have left! What do I do?
- Adding prospects to a prospecting campaign
- How do I change sales process for an active sales project?
- How do I change the credit card that Membrain is billed to?
- Winning and Archiving Sales Projects
- Auto Archiving Sales Projects
- Email setup within Membrain
- Email Functionality
- Working with the sales process
- Working with prospects
- Prospect Lists
- Default Activity Types
- Importing Companies
- Advanced User Rights
- Using Zapier with Membrain
- Companies & Contact lists