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Work smarter

Keep Organized

Personal Sales Dashboard

Easily track daily sales priorities using the 'My Sales' dashboard.

Quickly identify follow-ups and deals that require attention.

Notifications

Work separately or collaboratively as a team on customer follow-ups, by setting up data-sharing as appropriate.

Stay informed about the events that matter to you, such as a change in account ownership, or a newly assigned lead.

Follow-ups

Track all pending customer follow-ups, and keep your customers happy!

Work separately or collaboratively as a team on customer follow-ups, by setting up data-sharing as appropriate.

Information at your fingertips

Use powerful data filters to find the records you need.

Use the standard filters or build your own filters based on any criteria, including custom data fields.