Configure and maintain DealHub settings, templates, and approval workflows.
Manage playbooks, guided selling flows, and output documents (quotes, proposals).
Ensure seamless data flow between DealHub, CRM (Salesforce, HubSpot), ERP, and other tools.
Word and a little html knowledge.
Being able to think logically and follow a decision tree.
Generate usage reports and provide insights to improve quoting efficiency.
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