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Sales Consultant

This guide Explains about Sales Specialist role assign and update.

Senior Sales Consultant helps you in lead generation, client interaction, let you towards success.

Understand how you can Select or Update the Sales Consultant Role:

Select the Sales Consultant Role​

you can select or change to this role when creating new agent, or updating the agent.

When creating the agent, Select Sales Consultant

Highlighted Sales Consultant Role

Select the tone of Sales Consultant

Highlighted tones

Update to Sales Consultant Role​

Go into your agent's Personalization Setting and go to Persona tab.

Click on Sales Consultant Role to update

Highlighted Sales Consultant Role

Choose the tone you want to give to your agent and save Changes to continue.

Highlighted tones

tip

This Role suits best to Selling an cross-functional alignment, ideal for generating Sales and lead generation.