Standard Features for Outside Sales Reps in DataSmart CRM:
- A dedicated login area for sales reps to quickly view their quotes, leads, etc.
- Sophisticated system that automatically determines the sales rep for any item, but allows you to override it
- Sophisticated system that automatically determines the sales rep for any item, but allows you to override it
- Sales reps can easily add and view their own notes, and the internal notes that you choose to make public
- Sales reps can quickly update the due date and forecast date on items, and you can easily see which are overdue
- Sales reps can automatically receive email and text message alerts for quotes
- Reports and lists by sales rep
- The ability to designate certain sales reps as managers of other sales reps and view reports for the whole group
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