Putting Your Best Assistant Forward
Sales Assistant was developed as a quick and easy way of keeping track of important client meetings, appointments, and events that busy sales people tend to overlook or forget.
Sales Assistant 5's main window lists all the clients you have on file and may be sorted by client name, contact, or any of the other columns displayed. The toolbar makes selecting common tasks even easier. Double-clicking a client displays the detail screen with information and notes about that client.
Keeping On Top of Things
In the detail window, use the calendar to jump to any date and create a note or reminder. Check the "Follow-Up" box to have Sales Assistant remind you when that date arrives. You'll see a list of follow-up actions each morning when you first start the program. Print the list to take with you for the day.
Managing notes and follow-ups is easy with Sales Assistant's Note Manager. With one mouse click view a list of all notes and jump directly to the note for any date to make additions or deletions. Roll any event forward to a future date when a meeting is postponed or rescheduled.
Completed events can be deleted or remain on file to create an event history for a client. Histories can be printed for any range of dates at any time, giving you a snapshot of activity for clients whenever needed.
Email Clients Within Sales Assistant
When a client's email address is stored in Sales Assistant 5, you can email that client with a single mouse click right from within the program. Sales Assistant opens your email client and pre-addresses the email, just enter your message and click "Send".
Sales Assistant 5 features several printing options, including the ability to print only those clients with notes for the period selected. You can also send an activity report via email direct to your sales manager or other supervisor.
