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.
0
Cold calls
0
Visits
0
Meetings
0
Connected
0% 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 & meetings0
- Connected0
- Interested or meeting fixed0
- Converted to lead0
- Became a client0
Follow-ups
0 due nowDesai Hardware
Visit · 20 Oct
Field activity
Who they called, visited and met, today.
Nothing logged in this period
Calls, visits and meetings appear here as soon as they’re logged.
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