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Add my Sales Process

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Written by Patrick Hoban
Updated over 3 weeks ago

  1. Navigate to AI Processes

  2. Select either Generate from Content or Add AI Process

Generate from Content

  1. Give your process a name

  2. Either paste your sales process under "Text Content" or select "PDF Upload" to import a file.

  3. Click Generate Questions

Add AI Process

  1. Give your process a name and click "Add"

  2. Edit the questions to match your sales process

  3. Click "Save"

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