Action Management

Action Management

SALESROAD has a suite of complementary Services – Actions, Alerts, Notes, Personal Projects and Diaries, that are designed to help you and your colleagues collaborate and get things done.

In SALESROAD, Appointments, Meetings and Tasks are types of Actions

If you want to get really organized, SALESROAD supports the ‘Getting Things Done (GTD)’ methods developed by David Allen. The GTD book has sold over two million copies and is available from all good business bookstores. For further information about David Allen’s methods, visit www.davidco.com.

Your SALESROAD Contacts, Calendar can Email can be synced with MS Outlook or GMail.