Before you begin using the tools, let's get familiar with Tidy Your Sales and EVERYTHING the tool has to offer!
00:12The video walks you through the software's launchpad, which has a couple of key steps to help you get started with the first steps that are recommended.
01:16The presenter then jumps over to the dashboard which is an important and powerful tool to be able to manage an overview of the account.
01:42The video proceeds to walk through conversations, calendars, contacts, opportunities, payments, marketing, automation, sites, memberships, media storage, reputation, and reporting within the software.