The Quotes module allows you to manage quotes for each customer or prospect. For more detailed information about the contact, you can view the follow up dates, quotes, invoices, documents, and notes associated with them. You can enter in their name, title, company, source of contact, address, which account manager is assigned to a contact, and methods to reach the contact (such as phone numbers and email addresses). The contacts module displays a list of all your business’s contacts. This will also apply the address location to the contacts. Below the address information you can add the contacts that work at the company location. Google Maps is embedded into the module so you can view the location and get directions. The locations module is new and allows you to track locations of companies you work with. At the bottom of the page you can create the contacts that work for the company and it will sync with the contacts module. You also have the ability to associate the salesperson with the company and identify what type of contact they are. You can input company information, the industry they are in and where they are located.
The Companies module is new and used to manage companies you work with. You have the option to create new contacts, new quotes, or new invoices quickly for your convenience by using the Quick Actions in the top right. The Dashboard module displays actionable items such as open quotes and the prospects that you will follow up with.
0 kommentar(er)
