Sales Professionals
Stay notified about appointments with calendar. Track sale leads and give your team access. Keep up to date sale lead contact info.
Below are a few steps to add a new sales lead.
- Login and click on Settings.
- Next, click on Customize WorkStraight.
- Change Customers to "Sale Leads".
- After update, click Sales Leads on left.
- Click Add Sales Leads and enter info.
- Done.