Deal Closer & Field Owner Activity

Deal Closer Tracking

#	Employee	Pending Leads	Leads	Opportunities	Quotations	Collection	Last Activity	Status

Field Owner Tracking

#	Employee	Created Leads	Opportunities	Pipeline	Prospect	Quotations	Assigned Events	B2B Customer Visits	Collection	Status

Today's Focus Areas

Deal Closers

Attend calls promptly

Speak within 30 minutes of lead assignment

Assign leads to field team

Schedule site visits

Create quotations

Field Owners

Focus on B2B site visits (Daily target mandatory)

Alerts & Reminders

Quick Filters