Click on Posts, the tab right after Schedules. In the box right under the “Write Post” -Write the post you desire and tag the people you are writing the post to. Tagging the client, means, You are reminding the one receiving the post which client you are talking about.
-Click on CRM On the drop down menu, click on Suppliers -On the top right, click on New Supplier -Enter details and SAVE.
-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 day of that week, month or year. -The Date To: Should […]
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 can add as many as possible.
-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 for it to open the New Project
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
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 contacts as you have
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
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 in the status *Projections – when you foresee the deal going though *Won – Deal is sealed […]
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 of the Item and SAVE
