Sales follow up and reporting

nickykNew Member

I need help on understanding what is the best way to record sales process, (ie: sent package, made presentation, follow up one , follow up two, etc.)and then to be able to quickly report on that process. (Ie: who and how many presentations have I made? How many closes? Stages of follow up, etc. Would it be best to program a special User defined field specifically for this process.
Thank you for your help.

2/10/0310:31 PM

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