New sales tool can be added by clicking on in the left panel or by clicking on tab in the upper right corner of the sales tool listing page.
1. Checklist as Sales Tool
It can include a list of questions or pointers that the sales representative needs to follow while dealing with the prospects. It can act as a standard handbook to be given to the sales agents before starting to deal with the prospects.
If you choose checklist as the type in sales tool then, you will have to fill in more fields as shown below:
2. Conversation Guide as Sales Tool
It can be a rough set of guidelines to provide idea to the sales agents as to how they need to engineer the conversation with the prospects. Unlike the checklist which calls for complete abidance by the sales agents, conversation guide can function in the form of a general reference point for the sales reps, whenever they are stuck in the interaction.
If you choose conversation guide as the type in sales tool then, you will have to fill in more fields as shown below:
3. Status as Sales Tool
Queries can be asked to the sales representatives who have to give an exact status of whether the scheduled task has been done or not.