CRM & Sales Guides
99 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.
February 24, 2026
מדריך עבודה עם וובינרים וסדנאות בפייפדרייב ואוטומציות
David Zisner
February 23, 2026
How to Process a Customer PO in Salesforce: Step-by-Step Guide
Ziv Profesorsky
February 21, 2026
How to Accurately Review and Organize Event Data for Conferences and Calls for Speakers
Ivana Miković
February 19, 2026
How to Delete a Customer Email Address in S/4HANA: Step-by-Step Guide
Anja Edding
February 17, 2026
Обновления в AI LinkedIn Outreach: новые треды, сортировка и улучшения уведомлений
Miroslav Peshkov
February 13, 2026
How to Enter a Candidate into Salesforce: Step-by-Step Guide
Dave Leach
February 11, 2026
Comment créer une nouvelle couleur de flux de travail dans l'onglet Outils
Emilie Peloquin
February 11, 2026
Comment créer un modèle de communication pour vos clients
Emilie Peloquin
February 10, 2026
Пошаговая инструкция по созданию и ведению сделки в основной воронке продаж
Ольга
February 10, 2026
AI LinkedIn Outreach (Part 2)
Miroslav Peshkov
February 10, 2026
AI LinkedIn Outreach (Part 1)
Miroslav Peshkov
February 10, 2026
OLD How to Create a Packager Purchase Order (PO) in Salesforce: Step-by-Step Guide
Ziv Profesorsky
February 9, 2026
Comment modifier une fiche d'adresse client facilement
patrice lelaisant
February 9, 2026
Comment utiliser l'interface pour gérer une fiche client
patrice lelaisant
February 9, 2026
Comment gérer les restrictions horaires pour la saisie clients sur le portail web
Elvis Chevalier
February 6, 2026
How to Create and Use Checklist Templates in Sales and Marketing
Bernd Kracht
February 4, 2026
Salesforce Activities
Zach Cole
February 3, 2026
How to Use the Outreach Tracking Board: Step-by-Step Guide
Karina Klenchik
February 3, 2026
How to Find Customer Information Using Swagger
Karen
January 20, 2026
How to Send Information and Apply Tags in HighLevel, HubSpot, and Zapier
Troy Dean
January 12, 2026
Comment créer et gérer une opportunité de location dans le flux de travail
Emilie Peloquin
January 5, 2026
How to Search for a Specific Parent Company in Salesforce: Step-by-Step Guide
Michael Lombardi
January 5, 2026
How to Create a New Client Interest: Step-by-Step Guide
Emilie Peloquin
December 26, 2025
Comment envoyer une soumission au client avec l'outil de cotation de traction
Ahmed Zahrani
December 22, 2025
How to Send an Email with a Quotation to a Customer
Ahmed Zahrani
December 22, 2025
How to Associate Two Customers with the same phone number
Ahmed Zahrani
December 22, 2025
Comment fusionner / associer deux clients?
Ahmed Zahrani
December 22, 2025
How to Access Opportunities in PowerSupport Workflow
Emilie Peloquin
December 17, 2025
Comment accéder et gérer la liste de toutes les communications
Emilie Peloquin
December 8, 2025
How to Exclude an Opportunity Card from the customer profile, Sales tab and within the opportunity
Dominik Black