CRM Module
You can create a quote from the CRM module. Not all the businesses require to send proposals, but if you do, it can be very useful. NOTE: To learn ...
Fri, 20 Jul, 2018 at 10:37 AM
To create a new quote from your CRM module, simply go to the edition mode with the selected lead. Open the quotation section and click on "Create Quote...
Fri, 20 Jul, 2018 at 10:39 AM
In this section, you can review all the historical contracts or purchases made by your lead. From here you have an insight into the amount, order status, an...
Fri, 20 Jul, 2018 at 10:47 AM
You can apply a customer satisfaction survey from the CRM. The score of the client is an average of all previous assessments. The survey can be applied fa...
Fri, 20 Jul, 2018 at 10:52 AM
The client rating is the qualification we assign to our customers. The idea of rating them is to identify how good they are for the business. The score is m...
Fri, 20 Jul, 2018 at 10:57 AM
This section is meant to help you follow-up the lead, identify the type of opportunity, the stage, the forecast date of closing and the potential amount of ...
Fri, 20 Jul, 2018 at 10:59 AM
Opportunity type helps you identify the lead according to a type of "Opportunity", segment, type of client, etc. As an example, you can have a us...
Fri, 20 Jul, 2018 at 11:04 AM
Adding or modifying opportunity types is very simple, just follow these steps: 1. Go to Setup / System Values 2. Locate the "Opportunity Typ...
Fri, 20 Jul, 2018 at 11:07 AM
The lead stage identifies the status or step where the lead is on the current sales cycle. Example: If in opportunity type we have client, we could ass...
Fri, 20 Jul, 2018 at 11:15 AM
To create or edit a lead stage, simply follow these steps: 1. Go to Setup / System Values 2. Identify "Lead stage CRM" section. 3. ...
Fri, 20 Jul, 2018 at 11:43 AM