SALES RECORDS / SAMPLE SALES RECORDS
Prospects recorded.
Follow-ups visible.
Try this fictional example without signing up. See who handles each prospect and when to follow up. Up to 50 records from two source files; save a file before closing to continue later.
Download sample kit & guide ↓No uploads, autosave or messages. Use aliases; agree file storage and access for real data. CSV exports protect formula prefixes; JSON preserves original data.
1. Settings
Overdue = action due date before cutoff. Proposal age ≥7 days uses the sent date, not time in the latest stage. Won/lost are excluded.
2. Records & follow-ups
Imports append records; duplicate IDs reject the entire file. Repeated business names are flagged for review without automatic dedup. JSON replaces the whole project after validation.
3. Review & handover
Inspect sources, mapping, access and five usage scenarios with the client contact. The app does not verify identity or evidence authenticity. Any data change clears review/acceptance references.