Getting Started With Tubular
Get started with customising your deal stages, learn about forecast labels, probabilities and deal decay to optimise your first web-session with Tubular.
Get to know your Dashboards
Get familiar with the dashboard, filters and quick actions so you can navigate the Tubular dashboard like a pro.
A complete overview of Tubular, using tags, forecasts and filters help convert Leads into Sales.
Automate Task Triggers
Customise task triggers and sequences with to-do’s as you move your prospects through your pipeline.
Getting To Know Task Reports
Get a breakdown on your task reports and see overdue, due and complete tasks against the metrics of your pipeline activity.
Managing Leads in Tubular
Learn about nurturing your leads into deals, email integration, timeline and templated emails to make sure you stay engaged with your prospects.