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Tracking info by salesperson

New Member
Posts: 1
Country: United States

Tracking info by salesperson

We were originally told we could track information by the salesperson who sold a product. We were not told that each person had to have their own license. Has anyone else worked with setting up salespeople to track information? Is there a good way to add salespeople and have a report to show who was seen and if additional contact with customer needs to be? Any information given would be greatly appreciated.
Platinum Elite Contributor
Posts: 6,753
Country: USA

Re: Tracking info by salesperson

If you are trying to do the tracking using a single license for the ACT! program, you could probably configure the database to allow the tracking but then you would need to do custom reports to print the tracking information. If you have a separate license for each salesperson, then the tracking should be easy and you can use the standard reports. 
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer