Adding a New Sales Funnel
1. Mouse-Over on Sales Menu
2. On the drop-down select New Sales Funnel
3. A new editable window opens up
4. Select the Company from the company-drop down menu, the Sales F
Marketing and Sales Management
Manage an unlimited number of sales leads using the Sales Funnel system and threaded Callsheets. Provide access to specific Targeted Industry to Teams and track their progress visually through
Pending Payments
To list all the Pending Payments in the system
1. Mouse-Over on Payments Menu
2. From the Pending Payment section of drop down
3. Select either Incoming or Outgoing Pending Pay
Editing an Existing Payment
An existing Payment can be edited, as per the Payment's status.
1. Mouse-Over on the Payments Menu
2. From List Payements section, select Incoming or Outgoing Payments
Payments
A payment is the transfer of money from one party (such as a company, person, vendor, supplier etc) to another (such as a company, person, vendor, supplier etc). Payments are usually made in e
Adding a New Payment
1. Mouse-Over on the Payments Menu
2. Click on New Payments
3. The window like the one below opens up:
4. Select the entity for which this Payment is valid : Invoice