Sales
Every salesperson's field work, from first call to client.
Doctor’s Money Check-up
Your links. Leads and visits are credited to you.
7
Cold calls
4
Visits
3
Meetings
1 at events
13
Connected
81% of attempts
1
Converted to lead
9% of people reached
1
Clients won
The flow
From every attempt to a signed client, 30 days.
- Calls, visits & meetings16
- Connected81% of previous13
- Interested or meeting fixed69% of previous9
- Converted to lead11% of previous1
- Became a client100% of previous1
Follow-ups
2 due nowNilesh Gaonkar
Cold call · Advisor One · Overdue · 18 Oct
Joel Fernandes
Cold call · Sales One · Today · 19 Oct
Dr. Anil Prabhu
Visit · Sales One · 20 Oct
Desai Hardware
Visit · Manager One · 20 Oct
Sunita Kamat
Visit · Sales One · 21 Oct
Priya Rane
Meeting · Advisor One · 22 Oct
Salespeople
Ranked by conversions, then warm conversations. Select a row for their full view.
- SOSales OneSales · Active today
- Calls
- 5
- Visits
- 2
- Meetings
- 0
- Follow-ups
- 1
- Reached
- 6
- Leads
- 1
- Clients
- 1
- Conv.
- 20%
- AOAdvisor OneAdvisor · Active yesterday
- Calls
- 1
- Visits
- 1
- Meetings
- 2
- Follow-ups
- 0
- Reached
- 4
- Leads
- 0
- Clients
- 0
- Conv.
- 0%
- MVManalee VernekerAdmin · Active 2 days ago
- Calls
- 0
- Visits
- 0
- Meetings
- 1
- Follow-ups
- 1
- Reached
- 2
- Leads
- 0
- Clients
- 0
- Conv.
- 0%
- MOManager OneManager · Active 4 days ago
- Calls
- 1
- Visits
- 1
- Meetings
- 0
- Follow-ups
- 0
- Reached
- 1
- Leads
- 0
- Clients
- 0
- Conv.
- 0%
Field activity
Who they called, visited and met, 30 days.
Today
Sunita Kamat · Visit
Interested1:00 pm · Sales One · Kamat Pharma, Margao
Owner keen on a family plan; wants to bring her husband next time.
Follow up 21 Oct
Rahul Naik · Cold call
No answer11:00 am · Sales One
Yesterday
Dr. Anil Prabhu converted to a lead
6:17 pm · by Sales One
Joel Fernandes · Cold call
Call back later4:17 pm · Sales One
Follow up 19 Oct
Meera Shetye · Cold call
Not interested12:17 pm · Sales One
Priya Rane · Meeting
Meeting fixed11:17 am · Advisor One · Financial Wisdom office
Follow up 22 Oct
Sat, 17 Oct
Nilesh Gaonkar · Cold call
Call back later2:34 pm · Advisor One
Follow up 18 Oct
Dr. Anil Prabhu · Visit
Meeting fixed11:34 am · Sales One · Prabhu Clinic, Fatorda
Doctor, 45. Retirement corpus worries.
Follow up 20 Oct
Farah Khan · Follow-up
Meeting fixed10:34 am · Manalee Verneker
Follow up 23 Oct
Fri, 16 Oct
Vikram Desai · Cold call
Interested3:51 pm · Sales One
Thu, 15 Oct
Desai Hardware · Visit
Interested12:08 pm · Manager One · Station Road, Margao
Follow up 20 Oct
Caitlin D'Souza · Cold call
No answer10:08 am · Sales One
Wed, 14 Oct
Rotary Club Margao · Event
Interested6:25 pm · Advisor One · Rotary Hall, Margao
Spoke on retirement planning; 6 cards collected.
Tue, 13 Oct
Sunita Kamat · Follow-up
Interested5:42 pm · Sales One
Sun, 11 Oct
Goa Tiles Pvt Ltd · Visit
Not interested12:16 pm · Advisor One · Verna Industrial Estate
Sat, 10 Oct
Farah Khan · Meeting
Interested1:33 pm · Manalee Verneker · Café Ritz, Panaji
Wed, 7 Oct
Ashwin Kerkar · Cold call
No answer11:24 am · Manager One
Potential clients
Everyone met in the field. Status moves automatically as activity is logged; convert when they're ready.
| Potential client | How we met | Owner | Added | Status | Action |
|---|---|---|---|---|---|
Dr. Anil Prabhu +91 90000 00024 · anil.prabhu@example.com | Cold visit | Sales One | 17 Oct 2026 | Converted → lead | View in Leads |
Sunita Kamat +91 90000 00023 | Cold visit Walked in to Kamat Pharma on a cold visit. | Sales One | 13 Oct 2026 | ||
Vikram Desai +91 90000 00021 | Cold call Called from the chamber-of-commerce list. | Advisor One | 14 Sept 2026 | ||
Priya Rane +91 90000 00020 | Event Met at the Margao financial literacy workshop. | Advisor One | 10 Sept 2026 | ||
Farah Khan +91 90000 00022 · farah@example.com | Networking Introduced at the FIATA networking dinner. | Manalee Verneker | 8 Sept 2026 |