Stop spending time searching through Salesforce to track your team's progress. No more breathing down your team's neck to ensure their pipelines are up to date.
View your entire team's pipelines
Customize your sheets using filters to only display relevant information from your team.
Know what's going on with each rep
Create custom sheets for each representative's pipeline so you can track the progress of everyone on your team and ensure they are all on track to meet their quotas.
Visualize all team activities in one place
You can create custom sheets of your team's accounts, leads, opportunities, and more without opening new tabs.
Have more questions? Please contact our People.ai Support here.