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Help & Learning

Use our Knowledge Base to get started with Saleslook and find tutorials.

Quick Start

Video: Saleslook Introduction - Quick Start

Adding your first Opportunity to the Pipeline.

Saleslook_Screenshot-May5.png

1. Select Add Opportunity + button.

GettingStarted-1_Add Opportunity .png

2. In the Account field type your new prospect and click +New Client then click Create.

QuickStart-1b_NewClient.png

3. Your new Opportunity is now displayed in the Pipeline.

GettingStarted-1c_Pipeline.png
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