Main Calendar View: Displays the sales rep’s upcoming, overdue, and completed activities. Hover over any activity to view more details, or click into it to edit.
Suggested Activities Banner: Positioned above the activity calendar, showing suggested tasks for the day. Click on any suggestion to view its details.
Activities: From this view, reps are able to add, edit, and review activities, as well as any daily suggestions related to their customer accounts.
Useful Links Section: Quick links to key areas such as Activities, Customers, Leads and Opportunities, and outstanding Issues.
Activity Management: Easily add new activities using the [Add New] button at the bottom right corner of each day in the calendar.
Just under the main screen title bar, is an area called Today’s Suggestions, which includes a variety of uses:
The top menu bar of SalesLink within Equipment CRM contains the following elements for easy navigation and access to key features:
Access pages related to daily Activities, Leads and Opportunities, Territory, and Issues.
Access pages related to customer Territory, Activities, Plans, and Competitors
Access pages related to the current pipeline Insights, Leads and Opportunities, Sales, and Commissions (only when Commissions module implemented).
Equipment CRM contains a wealth of information that can also be shared by non-sales staff of your business via the customer search option. The “Customer Search” option in SalesLink, a product of Texada Software, is a feature designed to help users quickly and efficiently locate customer information within the system, information such as:
