The refers2 dashboard shows the recent notes, files added by your collegues. You can also see your today's tasks and the late ones also. You can view list of Opportunities which are pending for follow-up.
Contacts are people you interact with. You can store names, email addresses, phone numbers of your contacts. Maintain notes of calls, meetings with your contact. Have an edge over your contact as you can see what was discussed last time by you or your collegue.
A task is more than just a to-do item. Tasks can be assigned to other users and prioritized as per level of urgency. Keeping tasks organized is easy with the ability to assign category to a task.
Keep track of proposals/bids and see which ones are pending, which you’ve won, and which you’ve lost. Maintian notes about the opportunities, attach proposals or contracts to the deals, and keep a log of any changes. See overview of won, lost, pending and total value of your opportunities.
Contact us on support@refers2.com
