Sales portal · UK
Log an activity business first · locked once saved
Saved on the shared server under your own login with the time. After saving only notes, follow-up date and done can change, and every change is in the audit log.
Follow-ups
Activity log
Weekly activity by rep counted only from logged activity
Quotes register
Every value or stage change is recorded in the audit log with who and when.
Contacts
Targets & reference from Hayley's workbook
Removed entries
Export CSV
Admin · Import spreadsheet xlsx or csv
Duplicates (same contact and business, or same quote) are skipped. Every import is in the audit log.
Admin · Export entire database xlsx, one sheet per table
Includes removed entries, quote change history, weekly totals, targets, reference lists and the full audit log. Every export is recorded in the audit log.