See who did what,when.
Continue with your trial to see how you can track your sales activities.
Hi Jon,
So far, so good, right? We hope your trial has been going well!
Different businesses use different ways to keep track of sales activities on paper, in a mobile app, or maybe using Excel. But it’s very easy to misplace these notes. That’s why, with Salesforce, you can track emails, calls, and meetings directly on your contact, lead, or account. It’s all organized, laid out in a straightforward format, and accessible from anywhere, at anytime.
Log in and click into any record to see how you can track your sales activities in Salesforce.
Call us at 1-800-NO-SOFTWARE ([number removed]) if you have any questions.
Best regards,
Your Salesforce team
Automate your sales processes with Process Street. Sales proposals, quali calls and CS hand-offs in seconds. Sign up free.