Step-By-Step InstructionsCommon Questions:
OttoMatey's new CRM tool is designed to streamline your business processes, allowing you to manage deals, track prospects, and oversee your wins and losses efficiently. This guide will walk you through the activation process, ensuring you can harness the full potential of this powerful tool.
💡 TIP: With OttoMatey CRM, you can create deals directly from your inbox, making your sales process faster and more intuitive.
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Step-By-Step Instructions
- Access the Integrations Tab
- Log into your OttoMatey account.
- Navigate to the “Integrations” tab on the left-hand side menu.
- Navigate to CRM Options
- Click on the “CRM” category at the top of the page.
- Select “Add CRM Integration”.
- Activate OttoMatey CRM
- Locate the OttoMatey CRM option from the list.
- Click on the "Connect" button to activate the CRM tool.
- Start Building Your Pipelines
- After activation, click on “Manage”.
- Begin creating and customizing your pipelines as per your business needs.
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Common Questions:
Q: Can I use OttoMatey CRM alongside other CRM tools?
Answer: Yes, OttoMatey CRM integrates seamlessly with your dashboard and can work in conjunction with other connected CRM software.
Q: How do I create deals within OttoMatey CRM?
Answer: Once you've activated the CRM tool, you can create deals directly from your inbox or through the CRM dashboard, streamlining your sales process.
💡Tip OttoMatey CRM is designed to make your business operations smoother and more efficient. Dive into the world of organized deal management and watch your business grow. For further guidance or queries, our support team and Otto, our AI bot, are here to assist!
Updated on: 08/07/2024
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