The Tasks feature gives you the ability to create a list of to-do activities. With Tasks in SalesPro, you can set yourself up for success by keeping track of all of your daily and weekly to-dos in one central location – your SalesPro app! Want to add these tasks to your calendar? Not a problem!

You may run into a situation where a buyer does not want to commit to a sale on the first visit. In your CRM this initial visit will be updated as a “No Sale” result. For subsequent appointments follow the below steps. Create a brand new appointment in your CRM and assign that to your

When you create an estimate in SalesPro, you have the ability to save it for future use. This is especially useful if you want to add or remove items in a specific estimate and send the updated estimate to the homeowner.

The attachment section allows you to view any documents that were created and saved by users of the SalesPro app.

The Emails section allows you to view all emails that have been sent from users of the SalesPro app.

Following these steps will preserve the original appointment results in your CRM while updating the rehash opportunity with the latest documents and result reporting.

You may run into a situation where a buyer does not want to commit to a sale on the first visit. In your CRM this initial visit will be updated as a “No Sale” result. For subsequent appointments follow the below steps. Create a brand new appointment in your CRM and assign that to your