Manage and customers with contact details, notes, tasks, labels, and reminders. Capture customer information on the go. Send price quotes and track interactions. Sync with People Insights for lead details. Set reminders and organize tasks.
Access pipeline data and manage documents such as opportunities, quotes, orders, and invoices. View customer information, track performance, and update records in real time. Sync with SAP One to ensure up-to-date data.
Manage business leads by filtering tasks and locations to match with suitable customers. View and respond to quality leads from homeowners interested in your services. Track project progress and manage client communications directly from the .
Manage phone leads from a central location with real-time notifications. Respond to leads, track dealership operations, and handle customer inquiries remotely. View sales data and manage inventory directly from the .
