Your Saleboat Guide

Everything you need to know to get started

    1. Learning Outcomes - The Saleboat Academy

    2. What is Saleboat?

    3. How and when to access Saleboat

    4. The Saleboat Glossary

    5. Saleboat Support + the Help Button

    6. How the sales cycle happens in Saleboat

    1. Learning Outcomes - Module 2

    2. The Main Menu

    3. The Dashboard

    4. The Plus Button

    5. Basics Quiz

    1. Learning Outcomes - Module 3

    2. What are leads in Saleboat?

    3. How to add leads

    4. The Leads Dashboard (on the web)

    5. Leads Quiz

    1. Learning Outcomes - Module 4

    2. What are customers in Saleboat?

    3. Customer List

    4. Customer profile

    5. How do you interact with customers?

    6. Customers Quiz

    1. Learning Outcomes - Module 5

    2. What are deals in Saleboat?

    3. Adding deals and interacting with them

    4. What is the pipeline in Saleboat?

    5. Pipeline Quiz

    1. Learning Outcomes - Module 6

    2. Your Saleboat Profile

    3. Profile Quiz

About this guide

  • 35 lessons

Let's sale away!

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FAQ

  • How long do I have to complete this Saleboat course ?

    This course is self-paced. You decide how quickly you complete it. The sooner you have all the information you need, the better.

  • Why should I do this course?

    This course allows us to give you all of the Saleboat information and tools you need to be a skilled sailor. This will answer questions before you have them and ensure that you're well equipped when it comes to using Saleboat.

  • What if I get stuck and don't know an answer?

    We recommend having Saleboat open while you are going through this quiz. If you don't find the answer you can always send our friendly support team a message using the Help Button.