Aquaffection Sales Tracker

AQUAffection

Sales Tracker — team access

Sales Tracker

Synced

⚠ Email notifications are not configured yet, so assignees won't be emailed. Next steps are still tracked. See the README to switch on email.

⚠ Needs attention

Overdue next steps (2+ days), no contact 30+ days, and never-engaged clients

Next steps — who's on the hook

Open next steps grouped by the person responsible

Pipeline — ranked by closeness to closing

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Shared team workspace · live for everyone with the passcode · Aquaffection (Pty) Ltd

Add Client

Client / company name *

Contact person

Contact detail

Stage

Deal owner

Estimated value (R)

Next step (short note)

Notes

Log engagement

Client

Type

Date

Engaged by *

Move stage to (optional)

Mark the open next step(s) for this client as done

Notes

Assign next step

Client

What needs to happen next? *

Who is responsible?

Their email *

Target date (optional)

They'll get an email with what to do. If not actioned in 2 days, the client is listed for follow-up.

Client

Team members

Names + emails fill the pickers and let assignees be notified.

Name

Email