Faq web category: Sales Tracker Faqs

Arrows indicate the trend of your performances or ones of your Team (if you are in Manager mode) compared to the previous period. Performances are focused on tracked, new, finalised quotes and on tracked, new, existing customers. By default, the set...

When a Customer has no events, for a defined number of days, the deal will expire and it will no longer be tagged as live deal. When this number of days with no events is about to be reached the Customer will be tagged with an expiring deal tag. Contact...

No, you can’t. To become a manager you have to contact your Administrator who will set you as a manager according to your business policy.

Yes, you can if the quote is draft, you can edit it applying special discount outlined only for you. To do so, switch to Manager mode and open the quote within the Quote list or within the Portfolio list by clicking on the one you want in the Last...

As a manager, you can have an overview of your team’s activities, that is, all the people of which you are directly responsible for and the related subordinates. So you will see the trend of their performances in the dashboard, the quotes they have...