📡 Fiber Sales Manager
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📡 Fiber Sales
Manager
🌙
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📍 …
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New Record
📍 Business Info
Business Name *
Contact Name
Address
Address 2
(Suite, Apt, Unit…)
City
State / Zip
Business Phone
Cell Phone
Email
Account Status
-- Select --
Active
Inactive
Cancelled
Installation
Customer Status
-- Select --
Active
Inactive
Installation
Cancelled
Don't Contact
Account Type
Business
Residential
Municipal
Government
Other
FDH
Install Date
Install Time
Install Scheduled
Time Scheduled
Current ISP
+ Add
ISP Contract?
-- Select --
No
Yes
Verify
ISP Contract Ends
Current Phone Provider
+ Add
Phone Contract?
-- Select --
No
Yes
Verify
Phone Contract Ends
Next Actions
⊕
Add Next Action
📝 Notes
🗒️ Activity Log
📞 Call
🚗 Visit
✉️ Email
📋 Quote
🔄 Follow-up
📝 Note
Log
No activity logged yet
💰 Sales Information
Date Quoted
Date Closed
MRC ($)
$
Term
-- Select --
M2M
24
36
60
One-Time Charge ($)
$
Products Sold
📋 Quote Items
No items selected — tap Quote Items to build quote
Other
(max 200 characters)
Show All Fields
▼
⚙️ Fiber & Network
Serviceable
-- Select --
Yes
No
Planned
Service Avail. Date
Drop Type
🏢 Account & Service Details
Customer ID
Account ID
PIN#
Year-Month Activated
Association
Account Rep
SIC / Industry
Volume ($)
Employee Count
🗂️ Record Metadata
Record ID
Date Created
Last Modified
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⬆️ Import Data
Select a
CSV
or
Excel (.xlsx/.xls)
file. Columns will be auto-mapped.
📁
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.csv · .xlsx · .xls
File Column
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— match by address, overwrite non-blank fields; add unmatched as new
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Excel File (.xlsx)
Microsoft Excel with formatted columns
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⚡ QuikView Reports
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Today's Action Items
🗓️
Tomorrow's Action Items
⏮️
Yesterday's Action Items
🚨
Overdue Action Items
📆
One Week Action Items
📋
Quotes to Deliver
📞
Calls to Make
🚗
Visits to Make
🔧
Scheduled Installs
💰
Sales This Month
📝
Contracts Ending
🏘️
Resi Address Serviced
⇅ Data
Import or export your records
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Export
↩ Undo Last Import
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↩ Undo Last Import
Restore records to the state before the last import?
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Yes, Undo Import
Edit List Filters
Adjust filters/sort then re-run to update the list
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🧹 Clear Data
This will clear all fields except address, phone, email, business/contact name, and status fields. This cannot be undone.
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Clear This Record
🧹 Clear Data — Selected Records
Clear all non-protected fields from the selected records?
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Yes, Clear Selected
← Main
💰 Sales QuikView
✕
📅
Sales This Month
🎯
Forecast-This Month
📊
Actual to Forecast
🏹
Needed to Hit Forecast
💵
Commission Estimate
📈
Sales Year to Date
← Back
📅 Sales This Month
← Back
🎯 Forecast-This Month
← Back
📊 Actual to Forecast
← Back
🏹 Needed to Hit Forecast
← Back
💵 Commission Estimate
← Back
📈 Sales Year to Date
📋 Quote Items
Term
M2M
24 Mo.
36 Mo.
60 Mo.
Fiber
Bus 250
$80.00
Bus 500
$130.00
Bus 1000
$180.00
Bus 2000
$230.00
Prem Bus 500
$250.00
Prem Bus 1000
$350.00
Prem Bus 2000
—
AutoPay Discount
-$5.00
E-Bill Discount
-$5.00
Data Add-Ons
Bus Wi-Fi
$0.00
Bus Wi-Fi Mesh AP
$10.00
CompCare
$10.00
Static IPs
$10.00/ea
Business Phone
Unlimited Bus Phone
$20.00
BCC Seats
BCC Seat
$18.00
Total MRC
$0.00
↺ Reset
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