My sales representative asked me to log a meeting for him, how can i log this and assign to him?

My sales representative asked me to log a meeting for him, how can i log this and assign to him?

Our sales staff have a different quota each month. I would like to have an option to enter their quota for each month on a rolling 12 month basis to monitor how they are doing monhtly, quarterly and annually as well as being able to roll-up all sal Lire la suite

We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability Lire la suite

Our sales staff have a different quota each month. I would like to have an option to enter their quota for each month on a rolling 12 month basis to monitor how they are doing monhtly, quarterly and annually as well as being able to roll-up all sal Lire la suite

I need to filter, for exemple: A Marketing Director from a midsize company. Where: "Marketing Director" are two proprieties in "Contact", and "Midsize" it's a proprietie in "Company". How can i filter this in only one search? Tks for the help. Lire la suite