Sales Roles

Template Designer

Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required

By |2018-09-04T16:10:44+00:00August 17th, 2018|Comments Off on Template Designer

Sales Process Map

Create the most consistent and effective way for your salespeople to move through a sales cycle

By |2018-09-04T16:02:58+00:00August 17th, 2018|Comments Off on Sales Process Map

Sales Task Management

See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.

By |2018-09-12T06:54:42+00:00August 16th, 2018|Comments Off on Sales Task Management

Sales Reports

Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.

By |2019-01-09T13:17:07+00:00August 16th, 2018|Comments Off on Sales Reports

Profiles

Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.

By |2018-09-04T15:51:01+00:00August 16th, 2018|Comments Off on Profiles

Pipeline View

Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.

By |2018-09-04T15:43:41+00:00August 16th, 2018|Comments Off on Pipeline View

Opportunity Tracking

Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability.

By |2018-12-11T13:24:33+00:00August 16th, 2018|Comments Off on Opportunity Tracking
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