CRM Module

What is the forecast date?
The forecast date is an identifier that helps that represents the day that you expect to close the deal. It can also be used as a follow up date.
Fri, 20 Jul, 2018 at 2:15 PM
What is "Amount" field for on CRM?
It is the potential deal. 
Fri, 20 Jul, 2018 at 2:17 PM
How to convert a lead into a client? (3 methods)
There are  3 methods to convert a lead into a client: METHOD 1: LEAD - CONVERT CLIENT BUTTON   The easiest way to convert a lead into a client is to do...
Fri, 20 Jul, 2018 at 2:23 PM
Activity Log section
The activity log is your diary. Here is where you can describe the list of activities such as agreements, sales notes, conversations, meetings, to-do...
Fri, 20 Jul, 2018 at 2:27 PM
How to add an activity into the "Activity log"?
To add a new activity click on "+ Add Activity" and complete the required fields. When finished click "Save" TIP: Select mark t...
Fri, 20 Jul, 2018 at 2:29 PM
What information is needed to Log a new activity?
The requiered fields to log a new activity are: Encounter type (ex: Call, meeting, board etc ...) Purpose of the activity (Reason why the activity is be...
Fri, 20 Jul, 2018 at 2:33 PM
What is the purpose of assigning a quote to an activity?
Choosing a quote will help you to identify that the activity refers to that specific quote. This function will be useful if you have several contracts or qu...
Fri, 20 Jul, 2018 at 2:34 PM
What is the opportunity rate for?
This rate is the success percentage that you assign to each activity and to your lead in general. If you assign an 80% opportunity percentage means that you...
Fri, 20 Jul, 2018 at 2:36 PM
How to view your To-do's?
To review your to-do's click on the yellow lightbulb on the top menu.  TIP: Clicking on the box next to each lead name will mark the to-do as ...
Fri, 20 Jul, 2018 at 2:40 PM
CRM reminders
Reminders are added to your agenda and calendar. You can use them to set appointments, meetings, and conferences. When you schedule a reminder this is sent ...
Fri, 20 Jul, 2018 at 2:43 PM