Transaction History

Maintain a history of each sales opportunity, including the ability to attach quotes, proposals, agreements and sales order. Understand the history for each account name and contact name. Manage the sales closing ratios and the reasons why a sale did not occur. Historical data is instantly available through a myriad of reports that provide multiple perspectives of a company's, department's or individuals past record. Contacts and accounts, audit log, etc.

Available within the primary customer screen giving users instant access to customer information.