Sales Team Collaboration Portal

Adding a document (new quote)

Document was added. Status is Pending Approval

Open Tom’s Outlook (Sales Director)

The task and quote details are embedded in the
email.
User can approve/decline from Outlook toolbar

Workflow Status

User can open the document from the email link

Tom’s task – quote approval

Task is sent to VP Finance

Open Peter’s Outlook (V.P Finance)

Task details are embedded in the email.
User can open document and library from the email

Workflow Status

The document status has changed to:
Approved: Sales Director

Peter’s task – approving the quote

Notification is sent to the C.F.O

Open Mark’s Outlook (C.F.O)

The tasks and links to the document are embedded in the
email

Workflow Status

The document status has changed to:
Approved: Sales Director, VP Finance

Case Management

Team Performance

Team Status

Late Tasks - Report

Report can be exporting to PDF and Excel

Report in PDF format

Report in Excel format

Opening the Report Builder

Managers can create their own reports – without
code

Filtering the report – cut and dice

Reports can be saved, exported, printed and
distributed