Work smarter
Keep Organized
Personal Sales Dashboard
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Easily track daily sales priorities using the 'My Sales' dashboard.
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Quickly identify follow-ups and deals that require attention.
Notifications
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Work separately or collaboratively as a team on customer follow-ups, by setting up data-sharing as appropriate.
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Stay informed about the events that matter to you, such as a change in account ownership, or a newly assigned lead.
Follow-up Tracking
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Track all pending customer follow-ups, and keep your customers happy!
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Work separately or collaboratively as a team on customer follow-ups, by setting up data-sharing as appropriate.
Information at your fingertips
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Use powerful data filters to find the records you need.
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Use the standard filters or build your own filters based on any criteria, including custom data fields.
