Posts

Sales Automation

The sales process  of your business is the part of your business that is responsible for finding clients, making sales, and generating revenue. This is the part of your business that generates revenue for your Business. Our solutions will…

How to create a Supplier in your Database

-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)

-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 Project from an existing Quotation

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-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 a CLIENT

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

How to create a NEW INQUIRY

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 Convert Inquiries into a New Business

 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 ADD an ITEM on a Quotation

 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 Create a New Project

Next 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