DIGIT CRM · Customer relationships
The rep’s day and the manager’s decision… each starts from the next step
The CRM board, “My day” and the manager workbench: what waits for each rep and what needs the manager’s decision.
Real screens from the system; names and figures are illustrative.
- Shown in a real screen
- Visible in the screenshot on this page.
- Shown in a demo
- Described in the company profile, shown in a demo session per edition.
- Depends on scope
- Depends on set-up, an integration or a service defined in scope.
Adapted from the DIGIT Corporate Profile 2026, page 25, 26
A customer is not a data card
A customer is a sales journey that needs an owner and a next step. Each user’s first screen tells them the next step, not how many records exist.
- 01
My day
The rep’s assigned customers, due follow-ups, open opportunities and last activity.
- 02
Manager workbench
Exceptions first: unassigned, overdue, due today and response time.
- 03
By permission
Every indicator counts only the records you may see, and states its date basis.
What the manager workbench shows
As in the corporate profile (p. 26), shown in a demo session.
Unassigned leads
Leads not yet assigned to a rep, to be distributed before they go cold.
Shown in a real screenOverdue and due today
Follow-ups past their date and those due today.
Shown in a real screenLead response time
Time to first contact, with how many leads still wait for it.
Shown in a real screenPipeline by rep
Open opportunity value per rep.
Shown in a demoTeam target attainment
Each member’s attainment against target.
Shown in a demoPeriod and owner filter
From/to and owner, with the date basis stated: creation date and only the records you may see.
Shown in a real screen
Two roles… two starting points
As in the corporate profile (p. 26).
Sales rep
- Does
- Starts the day from “My day” and does the next step for each customer.
- Sees
- Their assigned customers, due follow-ups and opportunities.
Sales manager
- Does
- Assigns unassigned leads and steps in on overdue and stalled work.
- Sees
- Exceptions, stage ageing and team activity.
The manager’s decisions this morning
Review the overdue, unassigned and stalled… not just the pipeline value.
Who takes the unassigned leads?
The count on the workbench, then assignment from the lead list.
- Source
- Lead record
- Decided by
- Sales manager
Which follow-ups are late, and why?
Overdue by owner, then the activity itself.
- Source
- Activities and tasks
- Decided by
- Sales manager
Is the team on target?
Each member’s attainment.
- Source
- Sales targets
- Decided by
- Sales manager
From the workbench to the detail
Every number leads to the area that owns the record.
From DIGIT CRM screens
Sections of the real system screens for this area; the names and figures in them are illustrative.
Next step
See this process on a scenario close to your work
A short discovery session to define what your company needs, then we show the screens available in your edition and explain what needs set-up.
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Success stories
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