Here's a great tool to keep your team accountable!

The Bid Proposal Report helps your team stay on track with the projects they're bidding. It pulls all the information for projects with a proposal delivered or bid date. This way, you can see if any important information is missing for projects in the pipeline - like a followup date - and correct it immediately.

This is especially convenient right before a sales or team meeting.

*Some tips*

  • Remember to select a date range and filter by user (or company)

  • To see what is in the pipeline, sort by Sales Status in column "i"

We're confident this will make your next meeting a breeze!

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