Lightlines
By googleworkspace

persona-sales-ops

googleworkspace28.9k installs

Keep your sales pipeline and client follow-ups on track.

What it does

Keeps deal records current and organizes client meetings, follow-up tasks, and proposal sharing.

When to use it

Use for tracking deals, scheduling calls, and handling client communications.

How to use it

Give it a sales operations request; it updates deal records, creates follow-up tasks, or uploads proposals to Drive.

Uses

Latest review

What you need · 5

Requires the gws command-line tool.

Must be loaded before operating the sales persona; provides the email utility instructions.


Access · 6

This skill

tracking spreadsheet

Write

Appends deal updates to spreadsheets

follow-up tasks

Write

Creates tasks from follow-up emails