Sales Professionals

Stay notified about appointments with calendar. Track sale leads and give your team access. Keep up to date sale lead contact info.

Below are a few steps to add a new sales lead.

  • Login and click on Settings.
  • Next, click on Customize WorkStraight.
  • Change Customers to "Sale Leads".
  • After update, click Sales Leads on left.
  • Click Add Sales Leads and enter info.
  • Done.