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.
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, today.
- Calls, visits & meetings2
- Connected50% of previous1
- Interested or meeting fixed100% of previous1
- Converted to lead0% of previous0
- Became a client0
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
- 1
- Visits
- 1
- Meetings
- 0
- Follow-ups
- 0
- Reached
- 1
- Leads
- 0
- Clients
- 0
- Conv.
- 0%
- MVManalee VernekerAdmin · Active 2 days ago
- Calls
- 0
- Visits
- 0
- Meetings
- 0
- Follow-ups
- 0
- Reached
- 0
- Leads
- 0
- Clients
- 0
- Conv.
- 0%
- AOAdvisor OneAdvisor · Active yesterday
- Calls
- 0
- Visits
- 0
- Meetings
- 0
- Follow-ups
- 0
- Reached
- 0
- Leads
- 0
- Clients
- 0
- Conv.
- 0%
- MOManager OneManager · Active 4 days ago
- Calls
- 0
- Visits
- 0
- Meetings
- 0
- Follow-ups
- 0
- Reached
- 0
- Leads
- 0
- Clients
- 0
- Conv.
- 0%
Field activity
Who they called, visited and met, today.
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
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 |