This video and article will walk you through how to create or edit a Sales Script which is used when working a task.
Navigate to Setup > Leads > Sales Scripts.
Enter the name of the new Sales Script and click Create A New Sales Script.
Edit Sales Scripts
The edit page will appear after a new Sales Script has been created. Existing scripts can be edited by clicking the edit pencil next to an existing script name. Basic editing tools are available on the toolbar above the text box. When finished click Update.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access sales scripts setup