CRM-Express Ultimate - New sales features
See CRM-Express Ultimate - New sales features below
 

Tip

Managing a small sales team

To move an opportunity from 1 stage to another quickly, just use drag and drop, like the image below shows.

With CRM-Express you can now manage your sales teams effectively.

 

Below we have a small team consisting of dave and john and their supervisor admin.

 

Where john and dave can only see their own opportunities, contacts and statistics, the supervisor has complete control and can combine any combination of opportunities or any combination of sales teams and immediately see the results.

 

Note: John and Dave could use the Professional version.

 


The supervisor's screen showing all opportunities for dave and john

 


 

Dave however, can only see his opportunities...

 

 


and here is John's screen...

 


Each user can select any combination of settings which is immediately reflected in the stats panel...


The supervisor can select any combination of users...

 


while dave or john can only select themselves...

 


Ultimate--#include file="./menubot.asp" -->