Lead Management
Add or upload leads, set opportunity scores and align sales representatives and account executives.
Lead management

Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Customize your pipeline by adding description on stages.

Add or upload leads, set opportunity scores and align sales representatives and account executives.

Version
Compatible
Access
v1.21
Yes
Enterprise
Add app to cart

1,213 active company installs

Add app to cart

1,213 active company installs

Version
Compatible
Access
v1.21
Yes
Enterprise
Track leads and revenue in one place
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Analyze lost reasons on your opportunities to improve your sales effectiveness.
Opportunity timelines
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.
Create unlimited sales dashboards for your teams
Plan next actions and schedule your daily work based on most important opportunities and tasks. Create dashboards for all your sales teams and activate leads that have become dormant.
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