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Essential Round Robin For Sales

Created by Nathaniel Montgomery

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About

Gain visibility and detailed reporting on sales opportunities and sales pipelines with this very robust sales CRM app. Manage B2B leads, accounts, and contacts with a round robin assigning sales reps for a comprehensive view of the sales organization. Sales reps can maintain all activities and important documents in one place, increasing clarity and collaboration in the sales process. ***NOTE FROM CURATOR*** The "round robin" approach to sales rep assignments means that the application will automatically assign sales reps to new prospects in turn and will automatically repeat the rotation as the last rep in the list is assigned a prospect.

Categories

Tags

Information you can track in this app

  • Companies
  • Contacts
  • Opportunities
  • Activities
  • Documents
  • Lead Sources
  • Campaigns
  • Sales Reps

Images & documents

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  • Quickbase user since
  • Apps created
  • Apps shared 37

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

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Essential Round Robin For Sales

Information you can track in this app

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings & reviews

Get Started with QuickBase

With QuickBase, you can choose from 800+ customizable business apps to:

  • Manage teams & projects
  • Create dashboards & reports
  • Automate business processes
Try This App

Customer? Sign in

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View All QuickBase Apps

Overall rating

PC Magazine – 4-star Database Software – Excellent

Two-Time // CODiE // Award Winner for Best Project Management Solution and Best Business Software Product or Service

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