Sales

The Sales plugin helps you level up your Codex usage as a sales person or account director, keeping you focused on what's important and taking simple tasks off your plate. You'll find skills to help with meeting preparation and follow-up, forecasting and account preparation, and more. To get the most from this plugin, you should have CRM access enabled, but it will also be valuable if you have meeting transcripts, internal messaging, email, and calendar plugins installed.