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.
5
Cold calls
2
Visits
0
Meetings
6
Connected
75% of attempts
1
Converted to lead
20% of people reached
1
Clients won
The flow
From every attempt to a signed client, 30 days.
- Calls, visits & meetings8
- Connected75% of previous6
- Interested or meeting fixed67% of previous4
- Converted to lead25% of previous1
- Became a client100% of previous1
Follow-ups
1 due nowJoel Fernandes
Cold call · Today · 19 Oct
Dr. Anil Prabhu
Visit · 20 Oct
Sunita Kamat
Visit · 21 Oct
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
Sat, 17 Oct
Dr. Anil Prabhu · Visit
Meeting fixed11:34 am · Sales One · Prabhu Clinic, Fatorda
Doctor, 45. Retirement corpus worries.
Follow up 20 Oct
Fri, 16 Oct
Vikram Desai · Cold call
Interested3:51 pm · Sales One
Thu, 15 Oct
Caitlin D'Souza · Cold call
No answer10:08 am · Sales One
Tue, 13 Oct
Sunita Kamat · Follow-up
Interested5:42 pm · Sales 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 |