SalesDrip User Guide
 
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User Guide & Help Request


Table of Contents

Accessing SalesDrip
Logging In to SalesDrip
Reset Your Password
 
 Drip Templates & Workflow Timing
Brochure
All Modes Journey & Timing
LTL Journey Automation & Timing
Partial Truckload Journey Automation & Timing
Truckload Journey Automation & Timing
Expedited Journey Automation & Timing
Intermodal Journey Automation & 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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