Using the Sales Team feature in First Freight CRM, you are able to invite sales colleagues to share visibility of a particular company.  Add notes, documents and events that everyone on the Sales Team can see: no more communications or deals lost in email!

You may invite sales colleagues to share a Company or a Deal.

On any Company Detail screen, for example, select the Sales Team tab:

Or on any Deal Detail screen, select the Sales Team tab:

On the Add Sales Team member screen, choose your sales colleague name from the dropdown. Then select their role as sales team member.

Work with sales colleagues in in the cloud; in different branches, stations, even different regions to maximize sales potential by providing better, broader visibility and customer service.

For example, a global logistics provider (forwarder) will have a customer in a certain port city, say Long Beach.  They discover their customer, a heavy equipment shipper, also has an office and warehouse in Shanghai.  Using the Sales Team feature, you may "invite" your Shanghai colleagues to participate on one or more Deals at the Deal Level or you may choose to have a "Sales Team" at the Company level.