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Texada Knowledge Base

Sales: Equipment CRM

Sales: Equipment CRM

Previously marketed as SalesLink

Getting Started

Reduce The Admin Burden For Your Gatekeeper

Sales Rep - Getting Started

Home and Navigation (Sales Rep)

Sales Rep - On The Go

Issues (Sales Rep)

Territory (Sales Rep)

Leads and Opportunities (Sales Rep)

Activities (Sales Rep)

SalesLink - On The Go - Account Plans

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Sales Rep - Customers

Plans (Sales Rep)

Competitors (Sales Rep)

Territory Changes

Add Territory Plan

Sales Rep - Pipeline

Sales (Sales Rep)

Commissions (Sales Rep)

Insights (Sales Rep)

Executive - Getting Started

Home and Navigation (Executive)

SalesLink - Executive: Automated Customer Segmentation

SalesLink Reports

Executive - On The Go

Issues (Executive)

Territory (Executive)

Activities (Executive)

Key Indicator Dashboard (Executive)

Customer Profiles (Executive)

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Executive - Customers

Competitors (Executive)

Plans (Executive)

VIDEO: Bulk Import Prospects

Executive - Pipeline

Commissions (Executive)

Sales (Executive)

Insights (Executive)

Leads and Opportunities (Executive)

Campaigns (SalesLink - Executive)

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Executive - Secured Modules

Manage - Leads/Opps Recipients

Manage - Issue Alert Recipients

Manage - Secured Modules

Manage - Opportunity Source

Manage - Opportunity, Activity and Issue Status

Manage - PSE Type Mapping

VIDEO: PAR Configuration

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SalesLink Flex

Introduction to SalesLink Flex

Schedule

Sales

Customers

More

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Integrations

Dodge Integration For SalesLink

UCC Data

SalesLink PSE Integration

Marketing Integrator