Financial WisdomAdmin · CRM

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.

  • At a clinic visitYou run it with the doctor, then log the visitOpen
  • Send to a doctorThey fill it in themselvesOpen
  • Young doctorsResidents and new consultantsOpen
MO

Manager One

Manager · Active 4 days ago

Back to team

1

Cold calls

1

Visits

0

Meetings

1

Connected

50% of attempts

0

Converted to lead

0% of people reached

0

Clients won

The flow

From every attempt to a signed client, 30 days.

  1. Calls, visits & meetings2
  2. Connected50% of previous1
  3. Interested or meeting fixed100% of previous1
  4. Converted to lead0% of previous0
  5. Became a client0

Follow-ups

0 due now

  • Desai Hardware

    Visit · 20 Oct

Field activity

Who they called, visited and met, 30 days.

Thu, 15 Oct

  1. Desai Hardware · Visit

    Interested

    12:08 pm · Manager One · Station Road, Margao

    Follow up 20 Oct

Wed, 7 Oct

  1. Ashwin Kerkar · Cold call

    No answer

    11:24 am · Manager One

Potential clients

Everyone met in the field. Status moves automatically as activity is logged; convert when they're ready.

No potential clients yet

Met someone at an event, on a cold call, or through a flyer? Log them and track follow-ups here.

Add potential client → they move to Leads when converted

Sales · Financial Wisdom