|
Sales teams in the office or on the road can be more productive using FilesAnywhere MetaData to track leads, enter customer follow-ups, contract details, and other important information helpful in tracking and pursuing sales. This can be useful for individual use, or to share the details on a team.
For example, three sales reps can use MetaData to track their own leads and enter sales info to documents in their own folders. A sales manager can access and contribute notes for all three reps. Additionally, sales reps can keep a separate shared folder with standard marketing literature, and notes on each document, which can even be shared out to customer prospects via email links.
|
Client Name [extensible multi-select listbox]
Sales Rep [workgroup user list]
Lead System ID [unique integer field]
Decision Maker [text field]
Gatekeeper [text field]
Best Phone Number [text field]
Call Date [date/calendar field]
Promotion Offer [radio buttons]
Callback Status [dropdown list]
Contract Closed [Yes/No]
Sales Notes [memo field]