8:00am

Will checks his schedule for the day and updates new appointments in the shared calendar.

8:30am

Meets with Team Manager Jim, to discuss his progress and uses his Sales Page in Sugar to give Jim a quick overview.

9:30am

Calls client Chandler Logistics to schedule a meeting for an upsell effort. Will has done his homework, accessing Chandler's Account history on Sugar. Prepares a Presentation for the meeting.

11:00am

Has to meet client Porforio and gets their contact address from the Contacts Home page. The meeting and presentation go well, Porforio may move into negotiation stage.

1:30pm

Meets prospect 2 Big Consolidation Corp and convinces them to enter into negotiation stage. Will updates the lead status using his mobile device to update the team.

3:00pm

Will is back in office. He prepares a contract for JKM Corp, a lead he successfully converted into account the previous day. Sends out an email to JKM for review of Contract Draft.

4:30pm

Prepares a quote for Cumberland Trails. Cumberland moved into negotiation stage last week.

5:30pm

Does some housekeeping, by synchronizing Outlook and Sugar.

6:30pm

Updates information on all leads, contracts, and accounts for the day. Reviews his sales dashboard.

7:00pm

Satisfied with a productive day, prepares to head home!