YOUR TEAM, IN VIEW
A clearer picture
of every working day.
Record daily client visits, meeting notes and follow-ups.
PrivacyZoho Books
Not connectedYour company sales reports will appear here after the Zoho Books dashboard is connected.
Sales progress
Monthly trends, salesperson performance and invoice details will be added with the Zoho Books dashboard.
No live sales figures are displayed on this page yet.
Your team
Updates every 30 secondsSelect a salesperson
View their client visits and open follow-ups.
Select a customer
View contact details, visits, feedback and follow-ups.
All administrators and managers can view these shipments. Assigned jobs sync to the salesperson's Android app. Carrier tracking feeds are not connected.
Manage users, roles, customers, shipments and all team activity.
Add, assign, import and export customers. Manage all shipments and view team activity.
View assigned customers and shipments. Record visits, follow-ups and shipment updates.
Remove user disables access and revokes sessions. Visit history and customer records stay available.