Reality Premedia Services

Sales Flow

SalesFlow CRM Cloud

Role-aware workspace for pipeline tracking, account planning, reporting, and daily sales execution.

  • Track leads, opportunities, tasks, and activities in one workspace.
  • Switch into the correct team context before loading the operational console.

Sign in

Select your role, user name, and password to continue.

Reality Premedia Services
SalesFlow CRM Cloud
Not signed in

Session


        

Team Open Deals

Current Year Team Performance

Quarterly Won Amount

Team Qualified Leads Monthwise

Team Open Tasks

Team Accounts Added (Last 2 Quarters)

Current vs Previous FY Sales

Data Quality Alerts

U

User

FY -
Currency: -

Section 1

My Won Opportunities by Month

My Won Opportunities by Customer

My Won Opportunities by Market Segment

Section 2

My Sales Pipeline for Current year

Won Opportunities by Customer 2MTS

My Lost Opportunities by Month

My Monthwise Activities for Selected Year

My Sales Selected Year V/s Previous Year

My Contacts Created for Selected Year

Section 3

My Qualified Leads Monthwise for Selected Year

My Open Leads Monthwise for Selected Year

My Won Opportunities by QTR 1

My Won Opportunities by QTR 2

My Won Opportunities by QTR 3

My Won Opportunities by QTR 4

Leads

* = Required Information
Lead Information
Additional Information
Address Information

Accounts

* = Required Information
Account Information
Additional Information
Address Information

Contacts

Contact Information
Address Information
Additional Information
Description Information

Opportunities

* = Required Information
Opportunity Information
BANT Score
Additional Information
Description Information

Tasks

Activities

Reports

Reports
Folders

Create Report

Details

Select a report type.

Report

New Opportunities Report Opportunities

Groups

Columns

Metrics

Filters

Preview not run yet.
Last export: -

          

Reactivation Queue

Draft Preview

Automation Rules

Convert Lead

Account
Contact
Opportunity

New Activity

Possible Duplicate Leads

Please review possible duplicates before creating this lead.

Import CSV

Entity: -
File: -

Change Owner

Opportunity Stage History

Show Me

Close Date

Opportunity Status

Subscribe Report

New Contact View

Select Contact Fields

Contact Filters

Change Password

Mailbox Settings

Outlook

Connect your Microsoft mailbox for sending email and mailbox sync.