Accounts
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| Customer ID | Account | Type | Tier | Rep | Last contact | Next follow-up | |
|---|---|---|---|---|---|---|---|
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CART
Tasks
Activity
Chatter
Pipeline
Active opportunities by stage
Pipeline board coming next
7-stage kanban view for your opportunities.
Activities
All calls, visits, demos, and emails
Tasks
All tasks across all accounts
Contacts
All contacts across all accounts
Grants
All grants across all accounts
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Addresses
Sales Call Address (where rep visits)
Delivery Address (truck / equipment)
Ship-To Address (parts)
Contacts
Fleet on site
Opportunities
Quotes
Auto-ingested from email
Drop a quote PDF here or browse
Account tasks
Activity log
Grants
Account Info
Auto-saves on change
Activity timeline
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Drop files here or browse — PDFs, images, any type
Tasks
Activity
Chatter