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Pipeline Sales Stages Guide

Pipeline & Deal Management

Introduction to Sales Stages What Are Sales Stages? Sales stages represent each phase of the pi...

Updated 1 year ago by Kaitlin Bell

Sales Territory Data Analysis (Completed 9/2022)

Territory Information

All Sales Territory Data By Territory (Including Strategic Account List): Midwest Northeast P...

Updated 1 year ago by Kaitlin Bell

Round Robin - Custom object in Salesforce

Salesforce All - General Salesforce Materials

We use a custom object called "Round Robin" in Salesforce that can be used across any team and an...

Updated 1 year ago by Anna Maruji

File and Folder Structure

Atlantis React Code Style and Architecture

File and Folder Structure should match the UI as closely as possible. There are cases where hook...

Updated 1 year ago by Quinn Godfrey

Future Articles

Atlantis React Code Style and Architecture

The following are items that we would like to have documented in the future. Most have not been d...

Updated 1 year ago by Quinn Godfrey

Atlantis Introduction

Atlantis

  Intent The Atlantis project encapsulates the next-gen architecture and UI/UX redesign for the...

Updated 1 year ago by Bryce Holloway

Introduction

Atlantis Workflow

Workflow is and must be dynamic.  It is also an ongoing process that accumulates data as it goes,...

Updated 1 year ago by Trevor Chadwick

Official React Documentation

Atlantis React Code Style and Architecture

https://beta.reactjs.org/learn beta.reactjs.org has much more modern docs. Most all of the exa...

Updated 1 year ago by Quinn Godfrey

Who to contact for all the things!

General Processes

Click this link to go to original article with this information

Updated 2 years ago by Michael Edlefsen

Totango Account Set up

General Processes New CS Employee Onboarding

Contact the Customer Success Enablement Manager for a Totango license

Updated 2 years ago by Michael Edlefsen

Slack Account Set Up

General Processes New CS Employee Onboarding

Click here to find who you need to contact to set up your Slack account

Updated 2 years ago by Michael Edlefsen

Gong Account Set Up

General Processes New CS Employee Onboarding

Click this link to find who to contact to set up your Gong account

Updated 2 years ago by Michael Edlefsen

DocuSign Account Set Up

General Processes New CS Employee Onboarding

Contact our salesforce admins via the #salesforce_support slack channel

Updated 2 years ago by Michael Edlefsen

Google/Gmail Account Set Up

General Processes New CS Employee Onboarding

Click here to find out who you need to contact to have you Google/Gmail account set up

Updated 2 years ago by Michael Edlefsen

Salesforce Account Set Up

General Processes New CS Employee Onboarding

Click here to find out who you need to contact to get your Salesforce account set up

Updated 2 years ago by Michael Edlefsen

Rubex Employee Account

General Processes New CS Employee Onboarding

Click this link to find out who to contact to get your Rubex account set up

Updated 2 years ago by Michael Edlefsen

Outreach Set Up

General Processes New CS Employee Onboarding

Click this link to find who you need to contact to get your Outreach account set up

Updated 2 years ago by Michael Edlefsen

Office 365 Set Up

General Processes New CS Employee Onboarding

Click here for information around setting up and using Office 365

Updated 2 years ago by Michael Edlefsen

Zoom Set Up

General Processes New CS Employee Onboarding

Click this link for information on setting up and using Zoom

Updated 2 years ago by Michael Edlefsen

LastPass Set Up

General Processes New CS Employee Onboarding

Click this link for information on setting up and using LastPass

Updated 2 years ago by Michael Edlefsen