Can field meeting notes be recorded?
Yes. Meeting notes and customer activities can be stored on customer records and made available to the wider sales team.
Yes. Meeting notes and customer activities can be stored on customer records and made available to the wider sales team.
Related resources
What is sales tracking software?
Sales tracking software is a CRM solution that helps businesses centrally manage sales opportunities, customer interactions, proposals, tasks and sales stages.
View contentWhat is a sales pipeline?
A sales pipeline is a visual representation of how a potential sale moves through stages such as opportunity, meeting, proposal and closing.
View contentCan I assign sales opportunities to team members?
Yes. In DinamikCRM, sales opportunities can be associated with responsible team members so the sales process can be tracked by owner.
View contentCan sales interactions and proposals be tracked?
Yes. Customer activities, sales opportunities and proposals can be tracked together, helping your team maintain a visible history of the sales process.
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