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Sales Forecast

This quarter per sales rep: target, invoiced, won, commit and best case, with the gap to close.

Customers › Sales Forecast
Customer notes, calls and files

Log calls and notes and keep documents on the customer, so the whole team sees the history.

Customer › Notes & Calls / Attachments
Lead routing

New leads go to the right sales rep automatically by province, country or postal code.

Customers › Lead Routing