CRM & Sales Guides
101 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.
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
February 24, 2026
How to Create a Commissions Report in Agency Manifest
Karl Englund
February 24, 2026
How to Send Incentives After Survey Completion Using Dscout and Amazon Corporate Account
Amma Odum
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