Back
Navigating Sales Engagement
Locating Sales Engagement
In Salesforce, click the app launcher in the top left of the screen. It’s also often referred to as the waffle icon. A list view will open. If you see the Sales Engagement Icon, click that. Otherwise, use the search bar. The Sales Engagement home page looks like the Salesforce Lightning home page but with fewer tabs across the top of the screen.
Sales-Engagement-Specific Tabs
Most of the work you do in sales engagement will be done in this tab. Here, you can find all your daily tasks to complete for cadences in progress.
To see all available cadences, click “Shared with me” on the bottom left of the screen. We currently have cadences for every top vertical as well as Hunting Licenses.
List view of all tasks you’ve ever engaged with for a contact or lead including ones you’ve completed and not completed
Powered by FlippingBook