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Access sales intel in seconds

Quickly gain a complete picture of sales and sales pipeline for a specific account.

Access sales intel in seconds

Having easy access to accurate sales intel is critical to your success. Now everything you need to know about an account is stored in one incredibly simple to use, place.

An account is the name of a company or organization that’s being pitched a particular sales opportunity. It’s important to assign an account to every sales opportunity to gain a complete picture of sales and sales pipeline for a specific account.

Add an Account.

Account name. The name of the company or organization.

Type. Categorize accounts any number of ways: industry, size, etc.

Subtype. Add another category if you like.

Other standard inputs: website, phone address, LinkedIn

View all sales opportunities for an Account.

Type the name of the account into the search bar and click search. All accounts with that name will appear under your sales opportunities.

What happens to the sales pipeline when I search an account?

Your sales pipeline will only show data from opportunities associated with that account.

 

Check out all our guides from Recordbook’s Fundamentals Series…

What’s in a sales opportunity

Understanding your sales pipeline

Sales tracking & reporting made easy

Be in the know with sales notes

Stay on track with sales action items

Advanced sales reports

Sales goal tracking

Sales forecasting

Know your contacts

Access sales intel in seconds