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  1. BoostUp.ai
  2. BoostUp's Guide to Self-Serve
  3. Company Settings

Company Settings

Company Settings will allow Sales Ops to personalize their BoostUp Instance- Users can add new fields as columns and filters as well as reorder them in an effort to capture the existing workflow for maximum adoption. We'll walk you through how to create and/or edit your Sales Process, Topics, and Competitors- Sales Process can be surfaced within the Opportunities view and Topics/Competitors are brought to surface within deal insights.

  • Manage Table Columns
  • Manage Filters
  • Sales Process
  • Topics
  • Competitors

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