Marketing and Sales Management

Manage an unlimited number of sales leads using the Sales Funnel system and threaded Callsheets. Provide access to specific Targeted Industry to Teams and track their progress visually through graphs and timelines.


Sales Funnels, Callsheets and Events

A Sales Funnel is one point of reference (either a Company or Contact) with the objective of a sale for a specific lead. Sales Funnels are automatically created when Enquiries come in or when Quotations are sent out. Threaded conversational lists are maintained as Callsheets through the life of the Sales Funnel. Progress in a funnel is associated with specific Sales Events occurring. An administrator may change the values to reflect the sales progress in the industry their business works in.

Further reading: Adding a New Sales Funnel, Adding a New Callsheet, Sales Funnel Events, Integration with User Tasks