For the Sales Team, this is going to be your main area of operations. It will be a hub for all your Quotes and Orders. To get to the CRM, select the hamburger menu on the upper left of the screen, where a pop-up menu will appear:
Each Salesperson will have their own area of the CRM with their associated accounts listed
Select the Buyer to open the specific Workspace
Within each Buyer’s workspace, there might also be a nested workspace; functions change based on where you are in that hierarchy
