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... Opportunities Leads which have developed into a potential sale for your company should be converted to an 'Opportunity'. The opportunities interface allows sales managers to: Devise a strategy to follow up prospective customers who are most likely to successfully complete a sale Gain clear visibility of the sales initiatives which are most likely to convert Add potential sales to the...

... Opportunities Leads which have developed into a potential sale for your company should be converted to an 'Opportunity'. The opportunities interface allows sales managers to: Devise a strategy to follow up prospective customers who are most likely to successfully complete a sale Gain clear visibility of the sales initiatives which are most likely to convert Add potential sales to the...

... Add Campaign Records Customer Relationship Management (CRM) allows you to effectively track the progress and outcome of any marketing campaign conducted by your company. Campaigns details can include the product/service promoted, the medium or channel of the campaign, target audience, budgets, expected sales results, return on investment (ROI) and more. These details can be dynamically updated as the campaign progresses...

... Manage Quotes The 'Quotes List' interface lets you view and update quotes details, including contact information, shipping information, assigned staff and more. Open a quote then click 'Edit' to view the quote action menu. You can email a quote to your customer as a PDF attachment, duplicate the quote, export the quote to pdf, create an invoice from the quote...

... Quote Appearance Settings   The quote web-page which is presented to customers allows them to download the quote as a pdf. You can customize the appearance of this pdf. Customizable items include your company logo, header and footer, terms and conditions and contact information. An example is shown below: You can create multiple designs for different use-cases and...

... Create a New Quote Template You can create quote templates for frequently requested orders. Each template includes specific items and prices. You choose the template just before clicking the '+ New Quote' button:   You can, of course, customize the details in the template as you go through the new quote wizard An existing quote can also be used as the...

... Associate Records from other modules to a Products Associating records from other modules to a product allows you to improve visibility and workflows and keep track of activities relating to the product. Associating a product with a sales order, quickly informs staff members which of your offerings are listed to create an invoice View, add and manage associated records: Click...

... Configure the Management Console The 'Preferences' section allows administrators to configure language, timezone, password expiry intervals, endpoint settings, reports, notifications and more. To configure preferences, click 'Preferences' on the left: Preferences Settings – Table of Parameters Parameter Description General Language Select the console language from the drop-down. Currently only 'English' is supported. Timezone Select the management console operational timezone.  ...

... Quote Appearance Settings   The quote web-page which is presented to customers allows them to download the quote as a pdf. You can customize the appearance of this pdf. Customizable items include your company logo, header and footer, terms and conditions and contact information. An example is shown below: You can create multiple designs for different use-cases and...

... Manage Tickets   Click 'Staff Panel' > 'Tickets' The tickets area lists all submitted tickets along with their status, priority and assignee You can respond to tickets, assign tickets to staff, schedule tickets, view ticket materials and more The interface also lets you create a new ticket on behalf of a user See the following for more help: Overview of...