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  1. SELLSATION USA Corp.
  2. Administration

Administration

As the administrator of your tenant, you can set up SELLSATION to the needs and conditions of your (sales) organization without any programming skills.

General

  • The Administration Menu

Customer, Project and Contact Person Data

  • Data Structure: How to map your data in SELLSATION.
  • Select Project Informations for different Pipelines or Processes

Sales Processes and Pipelines

  • How to map your business and sales processes in SELLSATION

Data Import & Export

  • SELLSATION API

AI Assistant

  • AI Email Assistant: Define preconfigured texts, images and websites as information sources
  • AI Email Assistant: Information on data security

Apps & Integrations

  • Advanced Microsoft 365 integration with bidirectional calendar and email synchronization and Microsoft Teams functionality.

SELLSATION Onboarding Wizard

  • Creating Sales Pipelines and Business Processes
  • Creating information fields and detail views for customers, projects, and contact persons
  • Users and Hierarchy - Create Users and Teams
  • Country Selection
  • Integration of your Corporate Design
SELLSATION USA Corp.
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