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Sales CRM
Ivybridge Fields Sales Team
Any businessProjectsBoardsEvery front door, one tableNothing gets lost
Idris Engstrom is the sales manager at Ivybridge Fields Sales Team, a five-rep team selling commercial cleaning contracts, and uses this to move every deal across one board from the first inquiry to the hand-off that starts the crew on time.
What it makes
- 4 tables
- 6 views
- 1 form
- 1 set of dimensions
- 1 digest
- 1 document
- 1 stage rule set
- 1 notification
- 1 agent