Get a visual snapshot of the current state of your sales! With Multiple Sales Processes, you can now manage your business sales more effectively by tracking the state of your leads and opportunities more accurately and at the granularity you prefer. Add 2, 3 or more Sales Process widgets to your Sales and CRM Dashboard to get the instant real-time opportunity […]

Moving your client from one step to another will allow you to track their progress through your Sales Process. Assign a Contact to the Sales Process There are a few ways a contact can be assigned to the Sales Process Assigned during the import process Directly from your Contact List While adding/editing their profile While […]

Communication/Activity Reports can help you keep track of ongoing communication with new and existing clients.  All communication reports can be found under your Sales and CRM Dashboard. New Lead Communication by Owner This report will provide you with a list of Communication activities based on when the Contact was created, and the Activity due date range. Choose […]

Sales Process Activity Reports can help you keep track of ongoing sales progress with new and existing clients.  All Sales Process activity reports can be found under your Sales and CRM Dashboard. Sales Process Activity This report will provide you with a list of Clients based on their stage in the Sales Process, Account owner, and the […]