Getting Started with Sales Hub

Sales Hub allows you to manage Inquiry Pipeline and send quotes to customer.

 

⚠️ In order to be able to fully utilise the power of real time notification as a new Inquiry/ Quote is made or any changes are made in sales hub ensure that your browser notifications are activated.

⚠️ For best experience we recommend you use Chrome, Click here to see how to activate browser notification for Shipmnts in Chrome

🎓 Incase you have been invited by a Shipmnts team member for interactive learning experience, click here to see how to set up your browser for it. 



Sales Hub Workflow

Sales Hub Workflow (5)



 

See how to log a Lead

See how to Create an Inquiry

See how to create impactful quotes in few mins with rate explorer 

See how to create and send professional & consistent looking quotes

See how to record Won/ Loss for better analysis