Read more how to create . A killer sales plan document? Sales tracker templateto make the process of creating your sales . Tracker documentation easier, we have created a ready-made sales tracker template for you! Check it . Out below how to use the sales tracker template with bit?The process of creating a . Sales tracker document on bit is insanely easy! Just follow these four simple steps to . Create your document quicklystep create a bit accountgo the home page of and click .
On Get Started for Free
On get started for free or sign up to get started. Enter your email address . To sign up. Once in, you can create your personal profile.Preview of creating bit account . Step create a workspaceworkspaces are where the work gets done. Click on the ‘create . Workspace’ button on the right. A popup will show up prompting you to add a . Name for your new workspace.
Preview of Creating a Workspace
Preview of creating a workspace for sales teamyou can create . A workspace around a team, department, large project, client, partner, etc. Inside each workspace, you . Can create an unlimited amount of bit documents and access your content library storage area . For all of your digital assets – web links, files, cloud files, rich physician database embeds, etc.. Step add team membersbit allows your team members to collaborate in real-time and get .
Work Done Collaboration Starts at
Work done. Collaboration starts at the his makes work easier because the color changes automatically workspace level.Preview of adding sales team membersyou create private . Workspaces by default. However, you can invite others to join you canada data inside of a workspace . And collaborate together with the knowledge, projects, documents, and content inside of the workspace. Step . create your desired documentonce you are in the workspace, click on the ‘create new’ . Button. Select ‘from template’ in the dropdown.
A Pop Up Will Display
A pop up will display allowing you to . Select a template from the gallery.Preview of creating a sales tracker documentin the search box . On the top left corner, you can search for the “sales tracker template”. Once your . Desired template pops up, click on it and click on the “use template” button on . The bottom right corner.That’s it! Your sales tracker document is ready for use! Before you .