KOREFIRST · Your everyday guide

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Capture a prospect, assign responsibility and move it through the sales process.

Set up lead activity types for consistent choices in related workflows.

Set up lead reasons for consistent choices in related workflows.

Set up lead sources for consistent choices in related workflows.

Set up lead types for consistent choices in related workflows.

Set up lead pipeline stages for consistent choices in related workflows.

Set up beats for consistent choices in related workflows.

Set up lead pipelines for consistent choices in related workflows.

Keep the next customer contact visible and record its outcome.

Check in, capture visit details and check out with the required location.

Record your working day, location and the required kilometer/photo details.