Sales Module
Appointment
You have 2 choices of appointments in the task types Appointment (in person) Phone Appointment By choosing your appointment type, you have the possibility to add a time. Interface: Types of task Interface: Manage Taks Closing the task When you press ...
Not Contacted
In the Web Opportunities module and the mobile application, you can see all the non-contacted leads. Computer version By pressing the box, you are able to isolate the cards and see them in your bottom menu To see if the client has been contacted, I ...
Contact Column
In each page of the sales module, you will find these two columns (customer section): Sales Contact and BDC Contact. If you do not have a BDC agent, this column will not be useful. If you do not see these columns, make sure that you have checked them ...
Adding tasks to the sales module
In all pages of the sales module, you will find columns related to tasks (opportunity section). The advantage is that you can directly add one or more tasks without being in the customer's file, see the customers without tasks, see the upcoming tasks ...
Sales module statistics
The statistics section is available in all tabs of the sales module. You will find the selected users and different columns. For the numbers, you will have the total opportunity, the total sale and the closing rate. *Remember that your statistics ...
Creating a view
In each page of the Sales Module; you will have an Opportunities dashboard with default columns. You are able to create your own views with your desired columns and filters. As a Sales manager/director, you can create group views that only you have ...
Filters and Case fields of the sales module
You have two types of filters: those at the top and those in the last table (opportunities/columns). Please note that the category Excluded is not counted as well as the cards checked Exclude. To change the status of the card to Excluded, you can ...