Sales Growth Model

The Sales Growth Model is set up with one Master Account that houses al of the users, proposals, and al data, allowing reps to select from a number of "templates" underneath the Master Account. This account type works great for any size of sales organization that has contracted with multiple installers, either across their state, region or the country.

Benefits include: 

• Each user within the account will only have access to the proposals that they have requested.
• Users are all assigned to the master account, with the ability to select templates per requested proposal when requesting proposals for individual customers.
• Templates can be limited to only show up for customers within a certain state, i.e. if a customer's address is in TX, and there are NV templates on the account, the NV templates will not be an available option to select.

Watch & Learn more about the Sales Growth Model