How It Works

Dashboard

To Do List

Actions

CRM MANAGEMENT

Companies

Contacts

Contact Reports

Zipper Plans

Opportunities

Competitors

Competitor Logs

BID MANAGEMENT

 Bid / No Bid

 ITT Documents

 Bid Tracker

Storyboards

Content Vault

Bid Reviews

SETTINGS

My Profile

Team Members

Log Out

DASHBOARD

View your key sales and bid information here.

Key Information

Team Members

Client Companies

Contacts

Total Opportunities

Opportunities Won

Opportunities Lost

Sales Values (£) 

All Opportunities

Sales Pool

Sales Funnel

Sales Pipeline

In Prequal

In Tender

Allocation

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Actions

Total

New

Underway

On Hold

Complete

Overdue

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