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Name
Description
Role
Attachments
Page
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
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
Automations
Overview of automations.
Airtable Admin
3
https://airtable.wistia.com/medias/q6s7mdwhfr
AI
Overview of AI fields and ideas for future enhancements.
Airtable Admin
4
https://airtable.wistia.com/medias/c0qum3b4b8
Data Import
Data Import process overview.
Airtable Admin
5
https://airtable.wistia.com/medias/2frrjipgkf
Sales Leadership
Overview of Sales Leadership Interface
Sales Leadership
6
https://airtable.wistia.com/medias/yvqq6b939s
CS Leadership
Overview of CS Leadership Interface
CS Leadership
7
https://airtable.wistia.com/medias/jk021lelcq
Marketing Dashboard
Overview of Marketing Interface
Marketing
8
https://airtable.wistia.com/medias/ai3iacsun3
Sales Reps
Overview of Sales Reps Interface
Sales Rep
9
https://airtable.wistia.com/medias/amj9y8a3i2
CSMs
Overview of CSM Interface.
CSM
10
https://airtable.wistia.com/medias/vy3k18a0wr
BDR Opportunity Submission
Overview of BDR Opportunity Submission process
BDR
Airtable Admin
11
https://airtable.wistia.com/medias/arsue5oh0f
11 records
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