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... Mass Management of Quotes   Customer Relationship Management (CRM) allows you to edit, delete, import/export and de-depulicate multiple quotes simultaneously. This is useful, for example, should you need to update a specific detail which is common to a set of quotes. The interface allows you to: Edit quote records Delete quote records Import and export quote records Find Duplicate...

... Introduction to CRM   CRM allows businesses to save time and grow productivity by implementing automatic workflows to generate, nurture and close customer leads and opportunities. CRM benefits Automation of sales processes Customer Support & Services Marketing Automation Inventory Management Calendar & Activity Management This guide will take administrators through the set up and ongoing usage of CRM and is...

... Manage Sales Orders   The 'Sales Order List' interface lets you view and update sales order details, including recurring invoice information, purchase order information and more. You can also schedule 'To Do' activities for the sales order from this interface. The activities will be reflected in the calendars of team members assigned to the sales order. You can create an...

... Generate a Report By default, all reports are stored in the 'All Reports' folder. You can also create custom report folders as required. Click 'All' > 'Reports' Click the 'Add Report' drop-down button. There are two available report options:  Details Report - Provides a customized view of client based activities Charts - Allows you to create a custom chart Report...

... Using Issue Tracker Issue Tracker helps you maintain the security and efficiency of your computer by automatically identifying problems on your computer and helping you to fix them. For example, Issue Tracker will alert you if you have too many startup programs/services (can cause computer slow down); an inefficient registry (can also cause slow down and crashes) or your hard...

... Associate Records from other Modules to a Contact   The 'Contacts Summary' interface lets you associate various records with a contact. Records you can associate include opportunities, campaigns, invoices, purchase orders, quotes and more. Contacts that are members of a single organization will be listed in the organization record on viewing its associated contacts. View and manage the records of...

... Associate Records from other Modules to a Campaign The 'Campaigns Details' interface lets you associate records from various CRM modules (contacts, leads, opportunities, customer organizations) with a campaign record. Administrators can view and manage these records and can initiate campaign emails to the prospects.  View and manage the contact records associated with a campaign record Click 'All' > 'Campaigns...

... Mass Management of Assets   You can edit, delete and add comments for several asset records at once. This is useful when you are updating or altering details that are common to a set of asset records. For example, you may have several asset records concerning different products, but would like all of them to use a common shipping method...

... Using Issue Tracker Issue Tracker helps you maintain the security and efficiency of your computer by automatically identifying problems on your computer and helping you to fix them. For example, Issue Tracker will alert you if you have too many startup programs/services (can cause computer slow down); an inefficient registry (can also cause slow down and crashes) or your hard...

... Mass Management of Invoices You can edit/import to/export/de-duplicate several invoice records at once. This is useful when you are updating or altering details that are common to a set of invoice records. For example, you may have several invoices that are assigned to different staff members but would like to reassign them to a single person. Tip : If you want...