Between now and into the new year, we’ll be releasing a number of new capabilities to Simple Sales Tracking that have been highly requested.
In today’s release we’ve introduced the My Resources page, and the ability to Downgrade Opportunities to Leads, along with a number of other smaller tweeks and improvements.
My Resources
Maintain an easy-to-access set of team-wide resources on the new My Resources page. In addition to a text editable area, Admin’s have the ability to upload documents, pdf’s, spreadsheets and images.
A few examples could include:
- Sales Scripts
- Document Templates
- Support Letters
- Team Performance Charts & Spreadsheets
- Company-wide Notes
Downgrade Opportunities to Leads
A question we often get, and one we’re happy to answer YES to!
What’s Next?
In the near future we’ll be releasing a number of much sought after capabilities, including:
- More flexible User Access/Permissions
- Customizable Reporting
- iPhone Mobile App!!!
