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Opportunity Tracking

The Salesperson Activity screen is a very efficient way to keep track of where the salespeople are and who is available to help customers. By efficiently managing your sales staff, you make sure all customers are properly assisted.

Every salesperson’s activity is tallied and clear reports are given to owners and sales managers. It shows, with extreme accuracy, what is happening, what has happened, who’s doing what, and more importantly what should be done next.

It is very important to understand where a salesperson’s time is being utilized for a specific time period to effectively manage the available staff on the sales floor.

In addition to tracking activity with customers, you can also track additional activities such as projects, breaks, and lunches.