Do you need to tag the comments of your sales actions to indicate whether it's a first call, a first appointment, etc.?
With the "Sales actions" app, create your own categories and classify your sales actions.
Easily analyze your sales actions
Activating the app allows you to :
- Add categories to create your sales actions
- Link each contact, company, business, quote or invoice comment to an action
To define your rating categories, go to the App's "Home" page, and on this page, add as many categories as you like.
To add a new filing status :
- Give it a name
- Register
