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Description
Product description
Account manager’s dashboard can be accessed through the Dashboards section and includes the following lists and charts:
- Upcoming meetings assigned to the current manager.
- TOP 5 open deals with the largest budget assigned to the current manager.
- Key clients requiring attention – accounts of category A without communication records within last 2 weeks.
- Order payment dynamics – previous week planned vs paid order amounts assigned to the current manager.
- Hot leads with defined BANT and confirmed meeting date.
Languages
Pricing
Price
Free
Support
Support is not available for this application.
Installation
Product compatibility
Product
Sales (enterprise)
Version
7.11.1 and up
Platform
.Net Framework
Feedback
Type
Template
Compatibility
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