Personal Sales Tracker

Track your deals as fluidly as our prospects engage with us

About this doc

Customer Relationship Management solutions are some of the heaviest out there. And for good reason - knowing your financial forecast and customer journey are critical for success in sales. But the bottom line is reps in the field don’t have time to menu dive into these huge products. They’re out closing business. This doc lets you manage your customer list in the simplest way possible, without sacrificing the data that’s most important to the forecast.


Key features


About the Maker

Evan Davies

If I'm not playing with Coda docs, I'm probably recording musical Codas :musical_score: at home. I'm constantly amazed by what I can build with this product - to think I was living in xls only two years ago! Haven't looked back :slight_smile:

@evan|Evan's templates


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