tour-salespipeline1

Manage sales thru the 3 stage pipeline. Create and Manage Leads, Opportunities & Accounts.

 

 

For each Lead, Opportunity and Account track details and status information as well as attaching additional information including:

Associated Contacts

Appointments

Notes

Tasks

Documents

Collaborate with Everyone on the Team, Leaving Your Sales Open, or Mark as Closed to Keep them Private

Include Expected Close and Follow Up Dates for Accurate Forecasting and Automated Notifications

Estimate Low and High Dollar Amounts

Track lead source, Status, Scale

Recurring Accounts. Perfect for Ongoing Advertising Sales Type Sales, Where Sales Continue to Occur on a Regular, Ongoing, Basis.

 

Done