Sales & Success Center: Assign Business Priorities to your accounts
This feature allows you to assign Business Priorities to your accounts in Sales & Success Center. These priorities include:
- Main goals
- Training priorities
- Quick wins
Your internal teams can view these priorities on an account details page.
Instead of keeping separate notes about your clients' business priorities, you and your team can quickly reference these valuable notes in one place. Use these priorities to strategise your conversations with your clients and guide them to success faster.
Salespeople can assign main goals, training priorities, and quick wins to accounts from Sales & Success Center > Manage Accounts > Account > Business Priorities.
Assign Business Priorities to accounts
All salespeople with permissions for an account can assign Business Priorities.
Please note: Only Eazi-Business Admins can manage the list of main goals and training priorities. Reach out to support@eazi-business.com if you wish to add any additional business priorities to the list.
