The concept of all these modules is to help Salesperson (SP) to gauge the PreSales activities and at the same time, their manager can monitor to guide the SP to properly conduct their sales strategy...

Super Admin has to set authorize person to use Inside Sales module. 1. From your Main Dashboard, tap on SALES and click Inside Sales 2. Tap on Setting and it's default to segment 3. Clic...

Inside Sales user shall assign the Activity (Visitation) to the other Sales Person (SP) according to available slot. System will prompt the scheduled activity under selected Sales Person to avoid ov...

Inside Sales user shall assign the new Sales Lead to the other Salesperson  for them to follow up and Close the sales opportunity. 1. From your Main Dashboard, tap on SALES and click Sal...

Inside Sales user shall assign the new Monthly Recurring Revenue to the other Salesperson  for them to follow up and Close the sales opportunity. 1. From your Main Dashboard, tap on SALES...

The Sales Person will be getting a Notification for each assignment made by Inside Sales. Check the Notification from your Notification Center 1. Click on Notification icon   on the top right...

As marketing and sales managers we are increasingly responsible for the performance of our lead generation efforts. Being able to draw the line from first step to get the result is a critical activi...

1. From your Main Dashboard, tap on SALES and click Sales Console  2. Tap on           ** Click on Staff name to get the full report

1. From your Main Dashboard, tap on SALES and click Inside Sales 2. Tap on  **Activities Report is accessible by all user type (Subject to Authorization list)