Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Pull current team deals into a dated stage-by-stage report.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Keep ad inquiries on the sales list without duplicating leads.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Update lead delivery dates and flag follow-up needs.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Record deal-to-quote differences for the approval handoff.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.