Getting started
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Name
Description
Role
Attachments
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Video Walkthrough
Video
Overview
High level overview of template structure, AI capabilities and overall functionality for the various interfaces.
Airtable Admin
Sales Leadership
CS Leadership
Marketing
1
https://airtable.wistia.com/medias/w5tagmmvt9
Video
Best Practices
Starting place for admins and leadership to understand how to best utilize this template.
Airtable Admin
Sales Leadership
CS Leadership
Marketing
2
https://airtable.wistia.com/medias/5xgzuwg083
Video
Automations
Overview of automations.
Airtable Admin
3
https://airtable.wistia.com/medias/q6s7mdwhfr
Video
AI
Overview of AI fields and ideas for future enhancements.
Airtable Admin
4
https://airtable.wistia.com/medias/c0qum3b4b8
Video
Data Import
Data Import process overview.
Airtable Admin
5
https://airtable.wistia.com/medias/2frrjipgkf
Video
Sales Leadership
Overview of Sales Leadership Interface
Sales Leadership
6
https://airtable.wistia.com/medias/yvqq6b939s
Video
CS Leadership
Overview of CS Leadership Interface
CS Leadership
7
https://airtable.wistia.com/medias/jk021lelcq
Video
Marketing Dashboard
Overview of Marketing Interface
Marketing
8
https://airtable.wistia.com/medias/ai3iacsun3
Video
Sales Reps
Overview of Sales Reps Interface
Sales Rep
9
https://airtable.wistia.com/medias/amj9y8a3i2
Video
CSMs
Overview of CSM Interface.
CSM
10
https://airtable.wistia.com/medias/vy3k18a0wr
Video
BDR Opportunity Submission
Overview of BDR Opportunity Submission process
BDR
Airtable Admin
11
https://airtable.wistia.com/medias/arsue5oh0f
Video
11 records
Summary
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