📄️ CleverSales overview
What CleverSales is, who gets access, and how the app is laid out.
📄️ Leads on the go
Work the CleverOps sales pipeline from your phone — filter by stage, move deals, and convert a won lead to a customer.
📄️ Contacting a prospect
Call, Message and Email now send from your company, not your own phone or WhatsApp — the template roster, the recipient picker, opt-outs, the language each message goes out in, and how calls get logged.
📄️ Quotes & catalog
Build and send sales quotes from your phone, and browse the equipment catalog and subscription plans.
📄️ Onboarding journeys
What a rep can see and do on a customer's Lead-to-Live onboarding journey — and what stays an operations approver's job.
📄️ Notifications & reminders
Push and in-app alerts for lead activity and quote responses, plus the Reminders screen for follow-ups.