Sims Content

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User Guide & Help Request

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Request A Change

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Schedule A Meeting

Table of Contents

Drip Templates & Workflow Timing

Generic Stage Drips & Timing

Walmart Enlighten Stage Drips & Timing

Walmart Discover Stage Drips & Timing

Walmart Evaluate Stage Drips & Timing

Walmart Justify Stage Drips & Timing

New Customer Workflow & Timing

Customer Workflow & Timing

Contacts

Adding A New Contact (Video)

Quick Seach For A Contact (Video)

Detailed Search For A Contact (Video)

Mapping Contacts In A Group (Video)

How To Sort Contacts (Video)

Quick Add A Activity (Video)

Add An Activity (Video)

Overdue Activity - Find & Complete (Video)

Completed Activity - Find & View (Video)

Outstanding Activity - Find & View (Video)

Creating & Emailing a Rate Quote (Video)

Create An Opportunity (Video)

View & Move Opportunities (Video)

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