Use #3 - The Solution
3in1 Sales Finder will provide you with the ability to easily 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.
Additional customization, including documentation can be completed on an hourly basis.
3in1 Sales Finder requires FileMaker Pro 3.x or higher. It works on both Windows and Macintosh platforms.
Free:Download it!
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