Path & Workspaces - Get Reps Working Efficiently in Workspaces

Workspaces for Efficient Sales Reps

• Workspaces help sales reps qualify leads and work deals efficiently, with lead and opportunity workspaces serving as command central.

Anatomy of the Lead Workspace

• The lead workspace is personalized with customized stages created by Maria, using Path, to guide sales reps through the sales process.
• Key fields important for working leads are included in the path, along with best practices for success.
• Sales reps can log calls, create activities, see lead details, and collaborate with colleagues and managers in one place.
• The composer helps reps stay focused on the current lead, making it easy to log calls, create tasks and events, and send emails without navigating away from the lead.
• The workspace provides a log of past activities and shows what's next for the sales rep.

Anatomy of the Opportunity Workspace

• The opportunity workspace is a one-stop shop for sales reps trying to close deals fast, with similar elements to the lead workspace.
• Sales reps follow Ursa Major's sales process using Path, with the ability to expand and see key fields and guidance for each stage.
• The workspace provides all details about a single opportunity in one place, with quick access to related information like contacts, products, and notes.
• The composer is where sales reps log calls, create tasks and events, and send emails, with a log of scheduled activities, logged calls, completed tasks, past events, and sent emails.