Sales Leads Information Tracker App

This App is used to record your sales leads information and retrieve it very easily. Save sales strategy, contact phone and email, size of contract, comments, product to be sold, dates, target company. List all with 1 click to analyze. Store any lead or any potential lead in this software and the information is always at your fingertips. You can attach important documents to sales data records, record sales person assignments, dates and follow-up strategy, send details to colleagues or boss by email and print easily in tabular format or paragraph style.
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All information is stored on your PC and never is on the internet. Password protection and Encryption is available. Single click emails, printouts and summaries cna be obtained. Workflows or folders can be managed for types of events or any custom workflow defined by the user. Time reminders can be set for work to be done. Since this App shares the same interface with other Apps to manage marketing events, executive information, weekly tasks, email templates etc, there is no learning curve to start using a new App.

Process Workflows and Folder data management
This software provides standard workflows for many apps and a way to customize the workflows by the user based on their specific needs. Users can manage data records and monitor progress along the workflow while generating reports on status.
For example:- a Sales Leads tracker can move data along the workflow - 00-Unassigned, 10-New leads, 20-Contact Established, 030-Close in 6 months, 040-Bid Due, 050-Proposal Submitted, 060-Bid Won, 070-Followup Needed, 110-Misc. Or Users can delete the preset workflow folders and create their own folder workflow structure.

Encrypted Storage of data records
This version of the Data Tracking Apps provides an option to store data in an encrypted form for additional security of sensitive data. This encryption option is available on a data record level and so most data can be stored without encryption (if desired) and encryption can be turned on only for sensitive data.

Password Protection
Password protection can be set for the first time using the top menu Settings -> Set Password which will ask the user to create a password upto 8 characters in length. User will be asked to confirm the password and a warning will be issued to store the password in a safe place since the password is irrecoverable. Subsequently, the software can only be accessed after providing the correct password.

To Do Lists and Reminders
This software provides a tool to manage your to-do lists along with dated reminders and reporting. It shows "Past Due" items and "Due within 30 days" items in color coding right on your main dashboard so the tasks can be attended to.

User Interface
Version 3.0 has improved the user interface substantially by bundling most data tracking softwares into 1 package that shows each App on the left tree menu. Therefore only 1 download is required to access all data tracking apps instead of multiple one's in the past.

New sorting features have been added to sort the list of records by name, data type, folder or date. Also, now a user can perform operations on multiple items at one time. For example, by using the checkboxes, a user can delete, print, email or export multiple data records at a time.

There is now a search facility that allows a keyword search in the first 3 key fields of each data record. Users now get a prompt to Save their data once they are in Edit mode to avoid any inadvertant loss of saving data. There is now extensive help available for all the features.

PLUS other features

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