Manage Your Sales Process

Use Tracker to manage a sales process and track performance.

Configure the workflow to match your process.

Create reports for the Sales team to work from.

Customize the fields to collect the desired data throughout the process.

Alerts can be set to trigger a follow up with the client.

Build It

Set up your process in the Workflows section. Or, if your process hasn't yet been defined, use the Getting Started section available in the Online Help Guide.

Need Help?

Don't have time to set up Tracker to reflect your process? NetResults Professional Services can do it for you.