- Version 1.3.60:
- Auto-Attach:Scan it, Sales Tracking will read the file and attach it!
- Commission Checks:Track Carriers commission checks.
- Virtual Printer:Print into Sales Tracking virtually from any page, document that support printing and attach it.
- Track Agents activities: Sales Tracking will create history of your agent's activities so you can see who is actually working.
- Client's History log:Keep record of your client's interaction with your business through client's logs with Flag option.
And hereâs the beauty of it; analyzing these records helps sales managers develop a sustainable strategy that keeps critical Sales KPIs performing.
Top 50 Sales Productivity Tools to Increase Sales Effectiveness – Savo
55 Best Sales Management Tools: Top Sales Performance – Docurated
Customize sales stages with a drag-and-drop interface; Collaborate with team members by sharing deals, contacts, notes, and more; Gain full visibility into current opportunities in your pipeline with visual sales tracking; Set, track, and manage sales goals and quotas for your team; Forecast more accurately with data-based