Documents
Use this document to collaborate with your team before a win room.
What is the SAP or Strategic Account Plan?
Get the attention of a team member in Quip.
What is the @mention name feature?
Scroll to the last component on the account page to find these.
What are the Quip templates in Salesforce?
Use this button to originate a new template.
What is the "New Document from Template" link?
This template is used to document account details before prospect calls and ongoing account strategy meetings.
What is the Deal Drill Action Plan?
Use this to assign a due date to a request or task.
What is the @mention date feature?
This is where you'll see Quip notifications in Salesforce.
What is the Utility Bar?
This is how I can see details of my teammates' contributions on a Quip document.
What is the "View Changes" link in the conversation panel?
This document gives the Growth Team more visibility to customer support interactions.
What is the CST Customer Notes document?
This feature allows you to import a file onto your quip document.
What is @mention file feature?
This is where you'll see a running list of document edits and comments.
What is the conversation panel?
Click this button to create a new Quip document for your private folder.
What is the "compose" button in the upper right hand corner?