Daily Sales Plan
Meeting, call, and follow-up suggestions from your Grist and Outlook activity.
Register Deal
Add a new enquiry or manual lead.
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User Management
Delete Approvals
Merged Archive
Sales Report
Today Reminders
Due today and overdue calls/follow-ups.
Renewals v3
Admin test view. Customer is linked by Customer ID from Customer Master.
Register Renewal v3
Select customer from Customer Master. The renewal saves Customer ID and name.
Product & Supplier Directory
Register Supplier
Add supplier products and contact details.
Customer Directory
Shared Customer Master for Sales, Renewals, and Support.