How to create a Project from an existing Quotation
Customer Relationship Management (CRM), Projects Management-On CRM, Click on Inquiry Processing
-Identify the specific Quotation and under Process Open it
-Next to the Inquiry Details, is Quotation, click on it
-On the right side, Add Item, Header/Footer, PDF then click on CREATE PROJECT.
-Wait…
How to Add Contact of the Suppliers
Customer Relationship Management (CRM)After SAVING the Supplier’s (could be company) info,
-Point on that specific Supplier, and move across to OPEN, and click on it.
-Top left; there is Add Contact tab, click on it
-Enter info and Save by clicking on, Add Contact Person.
You…
How to create a Supplier in your Database
Customer Relationship Management (CRM)-Click on CRM
On the drop down menu, click on Suppliers
-On the top right, click on New Supplier
-Enter details and SAVE.
How to Set Targets (Weekly, Monthly or Annually)
Customer Relationship Management (CRM)-Click on CRM
-On the drop down menu, click on MANAGE TARGETS
-Top right, click on NEW TARGET
-A pop up appears, on the Target Type, click on the arrow pointing down and select the desired Target Type.
-The Date From: Should be the 1st…
How to Create a New Project
Projects ManagementNext to the CRM tab is the PROJECTS tab
-Point to Projects, a drop down menu appears, click on Projects Management.
-Top right, click on New Project
-Fill in the required details
-SAVE
How to ADD an ITEM on a Quotation
Customer Relationship Management (CRM)
Click on CRM
Click Inquiry Process
You have the client in the system under the New Business (Lead), OPEN the PROCESS
Click on QUOTATION
On the right hand side, click on the tab, ADD ITEM.
Fill in the description…
How to Convert Inquiries into a New Business
Customer Relationship Management (CRM)
Click on CRM
Click Inquiry Process
You have the client in the system under the New Business (Lead), OPEN the PROCESS
Click on QUOTATION
On the right hand side, click on Convert.
A pop up screen appears, fill…
How to create a NEW INQUIRY
Customer Relationship Management (CRM)
On the top bar, click on CRM
On the drop down menu, click INQUIRY PROCESSING
On the top right side click NEW QUOTATION
On the pop screen, enter the details required and SAVE
How to ADD CONTACT in the CLIENTS Details
Customer Relationship Management (CRM)
Click on CRM
A drop down menu appears
Click CLIENTS DATABASE
Identify the specific client on the list
Move across it, to Process and OPEN it
Click on ADD CONTACT
Fill in the fields and save
You can add as many…
How to ADD a CLIENT
Customer Relationship Management (CRM)
Click on CRM
A drop down menu appears
Click CLIENTS DATABASE
On the top right side, click on NEW CLIENT
Enter the known client’s details and SAVE
