Managers can easily set up saved lists to use when meeting with their sales team. Using the Activity search offers the most flexibility for these types of reports. You can review weekly ‘Completed’ lists of Sales Calls and Notes as
Users have access to activities they create or another user assigns to them, by default. CustomerTRAX can configure users/managers to have access to other user’s activity. These permissions show up in several places throughout the application. Report Filters Advanced search
Handle is setup with several fields that contain default drop-down values. Most of them do not require frequent changes, but for those that do, they can be enabled for editing within in the application. Permissions can be enabled for individual
Organize what’s important The Handle Framework provides you the capability to personalize any screen to display the information that is most important to you in the way you want to see it. This applies to both sides of the screen.
Share any item in Handle (desktop or mobile) with a ‘customer safe’ PDF that you can print or email. Printing has always been available in Handle, but this new PDF print feature allows for better company branding and flexibility to