CRM & Sales Guides

100 step-by-step guides created with Glitter AI.

How real sales teams manage leads, pipelines, quotes, and outreach in HubSpot, Salesforce, Pipedrive, LinkedIn Sales Navigator, and more.

May 12, 2026

Fillout und Pipedrive verknüpfen: Formularfelder mappen

Sammer Malereibetrieb GmbH

May 11, 2026

Как использовать инструмент Resume Analysis: гайд для отдела продаж

Miroslav Peshkov

May 11, 2026

Как найти причину дублей лидов в Kommo и проверить воронку

Miroslav Peshkov

May 7, 2026

Использование функции имперсонирования в Jobs CRM

Miroslav Peshkov

May 4, 2026

Werkwijze in Workmate: Van Kans tot Factuur

Geert

April 29, 2026

Как использовать фильтры вакансий в JobCRM

Miroslav Peshkov

April 27, 2026

How to Brainstorm and Generate Lead Magnet Copy

Anacani Walters

April 27, 2026

How to Create a Lead Magnet Using Canva AI

Anacani Walters

April 27, 2026

Jak utworzyć firmę i pobrać dane z GUS w Bitrix24

Ania Lada

April 27, 2026

How to Update and Manage Contact Records in Pipedrive

Shean McManus

April 24, 2026

Как управлять статусами вакансий и оставлять комментарии

Miroslav Peshkov

April 21, 2026

Onboarding Clients: Syncing HubSpot, Actionstep & DocuSign

Easy Law

April 21, 2026

Generate a PCL Intake Form from HubSpot

Easy Law

April 17, 2026

Cómo Gestionar Comentarios en Publicaciones de Otros Creadores Usando Sales Navigator

Karol Castilla

April 16, 2026

How to Send a CRM Broadcast in Ideal: Step-by-Step Guide

Jordan Royal

April 9, 2026

(Löschen) Relevantes Gesprächsthema in C4C hinzufügen: Schritt-für-Schritt-Anleitung

Andy Thiele

April 9, 2026

C4C: So importieren Sie ein neues (kundenindividuelles) relevantes Gesprächsthema in C4C: Schritt-für-Schritt-Anleitung

Andy Thiele

April 3, 2026

Terms and Conditions Templates for Different Product Categories in Quotation

Heah Huiwen

March 12, 2026

Как подключить LinkedIn Outreach к Unipile для парсинга чатов: пошаговая инструкция

Miroslav Peshkov

March 11, 2026

Introduction to SF "Batyr Partnerships" App and Pipeline Board

Mark Brisbane

March 10, 2026

How to Send a Card to the Workflow After a Quote is Sold

Emilie Peloquin

March 10, 2026

How to Change Quote Status Directly from the Workflow

Emilie Peloquin

March 6, 2026

Comment créer une proposition commerciale étape par étape

Benoit

March 4, 2026

How to Process and Follow Up on an Intake Call in Blue Dot

Julee Felsman

March 4, 2026

How to Wrap Up an Intake Call and Add Notes to Salesforce2Jungo Using Blue.hq

Julee Felsman

March 3, 2026

How to Combine Customer Accounts in OrderWise: Step-by-Step Guide

Ben Fotheringham

March 3, 2026

How to Create and Send a Sales Quote / Order in Resincoat

Ben Fotheringham

March 3, 2026

How to Send a Quote with an Embedded Payment Link v2

Ben Fotheringham

March 3, 2026

How to Add a New Customer in OrderWise: Step-by-Step Guide

Ben Fotheringham

February 25, 2026

How to Use HubSpot Meet and Schedule: A Step-by-Step Guide

Kayleigh Jackson