Sales Management App
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Password
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First time setup →
First time setup — creates the initial Manager account. Whoever sets this up first becomes the Manager.
Your Name
Email
Phone
Password
Create Manager Account
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Sales Management App
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Dashboard
Calendar
Opportunities
Reports
Setup
Live Pipeline
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←
→
+ Add Activity
Opportunities
+ New Opportunity
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Sales Performance
Pipeline & Cash-Flow Projection
Export
Download Opportunities CSV
Download Tasks CSV
Add a Salesperson or Manager
Name
Email
Phone
Password
Role
Salesperson
Manager
Restrictions and targets below are optional and can be set or changed later.
Product Line (optional)
Brand (optional)
Territory (optional)
Target Weekly Prospecting Activities (optional)
Target Average Deal Size (optional)
Target Closing Rate % (optional)
Add User
Users
New Opportunity
Add Calendar Activity
Type
Prospecting
Follow-up
Date
Time
Link to Opportunity (optional)
— None —
Notes
Save
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