Smartsheet's sales tracking template enables you to track opportunities, save e-mail threads, share proposal documents and presentations, and be notified when changes occur – all within a single view. Share the sales tracking sheet with team members so everyone knows where things stand. Smartsheet is a secure online service, accessible from any browser - including your phone.
The sales tracking template comes pre-configured and enables you to track deal probability, sales stage, expected close date, forecasted value, weighted forecast value and prospect contact information. If you prefer to manage a sales tracking sheet for each sales rep versus having a single shared tracking sheet, Smartsheet reporting enables you to roll-up information across any sheet.
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Caution: possible side-effects of Smartsheet may include decreased stress and increased productivity. Only you can decide if Smartsheet is right for you.
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