New
Assign an owner to each tax invoice
Give each tax invoice an owner and read performance by person
Does your sales team measure performance against tax invoices?
Bolta groups those records by the person who owns them.
How to use it:
- Assign an owner to each tax invoice and filter on it
- Read issuance counts and amounts per owner as they happen
- Filter to your own invoices to follow up with those customers
If your sales organization runs on tax invoices, start here.