Tabs are an easy way to organize and categorize within your workspace. Instead of scrolling through heavily populated workspaces, you can simply jump to the relevant content.
Tabs help you:
Create step-by-step best practices for your teams to follow
Organize your workflow easily and reduce scrolling
Consolidate relevant content in one place
Focus on specific deliverables throughout your sales cycle
Better manage internal documents, notes, and checklists
This video will walk you through the different tabs within a workspace.
There are hundreds of tab combinations you can create, but here are some examples to get you started:
Executive Summary for high-level project details
Next Steps for all your checklists and action items
Resources for sales collateral, marketing documents, and videos
Proof of Concept for ensuring technical validations go smoothly
Implementation for clearly outlining the onboarding process
Awards & Case Studies for showcasing reasons you're the perfect partner
Internal Notes for consolidating your call notes, deal qualifications (MEDDICC, BANT, etc)