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ABC Sales Opportunity Tracker

Created by Kirk Trachy

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About

Let's track leads, sell opportunities and manage our pipeline! ABC Sales Opportunity Tracker is one application built to integrate with Outlook. If your Outlook email and calendaring are important to you, you can use them. Email, contacts and meetings are easily updated. ABC Sales Opportunity tracker has SoftTech Expert's "SendToQuickBase" and "SendToOutlook" built-in. Now whether you're sending an email or checking your calendar for availability both Outlook and QuickBase are up-to-date. ABC Sales Opportunity tracker has dashboard reporting and an intuitive way of handling your team's sales activities. This application includes and example Outlook integration using an Outlook Add-In from http://softtechexperts.com called SendToOutlook. For more information on how you can integrate QuickBase with Outlook visit http://softtechexperts.com for SendToQuickBase and SendToOutlook.

Categories

Tags

Information you can track in this app

  • Accounts
  • Contacts
  • Opportunities
  • Activities
  • Sales Reps

Images & documents

Author



  • Quickbase user since
  • Apps created
  • Apps shared 27

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings and reviews

ABC Sales Opportunity Tracker is rated 3.3333333333333335 out of 5 by 3.
Rated 2 out of 5 by from Send to QuickBase The general concept of the app seems sound, but I continue to have difficulties in mapping to actually get emails, calendar items and other docs and activities into QuickBase. The tutorials really have not been of any help, and I really have not been able to get specific help from the author. I need this add-on app to work properly; otherwise QuickBase is not the solution I am looking for.
Date published: 2013-12-04
Rated 4 out of 5 by from One of my favorite apps! This is a great app for national or regional sales managers and their teams. I like how it tracks quotas and opportunities.
Date published: 2016-04-30
Rated 4 out of 5 by from Insightful It was very useful in providing insight to app development, since this was my first time on QB.
Date published: 2016-04-04
  • 2016-09-28T08:13CST
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ABC Sales Opportunity Tracker

Information you can track in this app

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings & reviews

Get Started with QuickBase

With QuickBase, you can choose from 800+ customizable business apps to:

  • Manage teams & projects
  • Create dashboards & reports
  • Automate business processes
Try This App

Customer? Sign in

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Overall rating

PC Magazine – 4-star Database Software – Excellent

Two-Time // CODiE // Award Winner for Best Project Management Solution and Best Business Software Product or Service

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