|
Sales Rep Tab |
  
|
|
Sales Rep Tab |
|
Click a button to jump to that topic
The Sales Rep tab includes all the functionality typically required by a Sales Person to perform their Job.
| • | The Job Book holds all the information about a specific Job. |
| • | The Projects Book allows one or more Jobs to be grouped together under a single project. |
| • | The CRM Book is used to manage customer relations and keep track of leads or opportunities. |