Simple Sales Tracking Blog

Easily switch between company or group accounts



We had some great feedback on the new reports for the Report Center as well as suggestions for new ones. If you missed our last email, please consider sending us your feedback – it’s not too late yet.

Along with the handful of design changes this week, you may have noticed a new menu option named “Link to Account…”. This is something that’s been on the requested list for a while and we’re excited to get it into production. Note – this setup option is visible only to those with Admin level access, however accounts can be linked for those with any level of access.

There are 2 reasons why you might like to take a closer look at this new capability:

  1. You have more than a dozen users who work in separate divisions.
  2. You use Simple Sales Tracking for more than one company.

With the ability to switch between accounts, you can jump from one company (or division) to another without having to logout, then back in again. If you want to organize your sales people into teams and restrict access so that each member has access and visibility only to those in their team, then linking accounts is a perfect solution.

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About

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts.

Built with simplicity at its core, focus is kept on key sales tasks, while eliminating unnecessary ones, helping to ensure buy-in of the entire sales team.
Go to SimpleSalesTracking.com

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