Sales Activity | Effort & Targets
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Weekly activity

Counted from what's logged — nothing to type in here. The Monthly Sales Plan's weekly columns, live.

Week
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Referrals received come from enquiries that arrived by referral; sales won and value come from projects. Everything else is the activity log. Value is ex GST.

Log activity

For effort that isn't against a known lead or client — cold calls, networking, a COI coffee. (Against a known record, log from that record's page so it's linked.)

Never leave a meeting without the next one booked.

Recent activity