Settings The settings menu within the GreeneDesk sales system allows you to easily control and apply preferences and customisations for your facility...

To prepare your sales tour calendar for use, you must first enter the availability or shifts for your consultants. This is set up via the roster section of ...

  Follow up communication templates can be created within the template creator found within the settings menu of the GreeneDesk sales system. You ...

Setting follow up actions To set up follow up actions go to the actions section of your settings menu. Click the Add Action rules button to cr...

Setting sales targets You can establish monthly sales targets for your team via the sales target feature within your settings menu. The sales target ...