Use #1 - The Template
3in1 Sales Finder acts as a template, for creating your own solution, to track and manage your organization's distribution of leads to a sales force.
3in1 Sales Finder includes:
- one FileMaker Pro file,
- an on-line screen/layout for data admin by managers including creating and editing records,
- an on-line screen/layout for managers to browse records without accidently changing information,
- an on-line form view screen/layout for use by sales reps,
- an on-line list screen/layout for use by managers to browse all records and sales reps to browse their own records, and
- an on-line screen/layout for use by sales reps to browse a list containing limited information for records which are not assigned to them.
Features include:
- enter lead name and contact information, and
- assign sales reps to leads,
- enable reps, using a menu, to find their contacts, prospects and accounts, and
- restrict access of leads to only those assigned to that sales rep.
Free:Download it!
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