Dashboard
Sign in to bookmark leads and record the proposals you send.
Daily activity
Show as a table
| Day | Bookmarks | Proposals sent | Searches |
|---|
Most searched keywords
Bookmarks by platform
Proposals by channel
Team
| Salesperson | Role | Bookmarks | Proposals sent | Searches | Last proposal |
|---|
Proposals sent
Who sent a proposal to whom, the lead it answered, and the screenshot.| Sent | Salesperson | Sent to | Lead | Channel | Evidence |
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Bookmarks
| Starred | Salesperson | Lead | Status | Proposal |
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Who searched what
| When | Who | Product | Keywords | Platforms | Found | Clients |
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