The Sales Rep Portal
The options and abilities DSR's have in the new portal
By Tiffany and 2 others3 authors9 articles
- Order EntryBuild and submit orders faster with a grid-style order entry experience designed for high-volume sales workflows.
- "For You" PageDiscover how the For You Page provides DSRs with AI powered sales insights, all in one place.
- AccountsLike a CRM, without all the overhead
- OrdersTrack every order coming in from one place in the Sales Rep Portal
- NotesCapturing follow-ups, action items, and account context without leaving your workflow.
- Prospect Finder and Order Guide GeneratorWinning business and retaining customers
- Price QuotesQuoting customers and prospects on pricing before it becomes an order.
- AI-Powered CopilotWorking Smarter, not Harder, using our newest AI-Powered Tools
- Order GuidesManage customer order guides right in the Sales Rep Portal. Add items, reorder them, and build guides from a menu or photo without leaving the Portal.