Practical guides to help SMEs build operational clarity-inventory control, sales workflow, invoicing accuracy, approvals and reporting that managers can trust.
A Callsheet is the record of the type of calls that have been made to the customer for this opportunity. 1. Mouse-Over on Sales Me...
1. Mouse-Over on Sales Menu 2. From the drop down select Recent Sales Funnel and from the right hand pop-up the name of the Funnel whic...
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...
Manage an unlimited number of sales leads using the Sales Funnel system and threaded Callsheets. Provide access to specific Targeted Industry ...
To list all the Pending Payments in the system 1. Mouse-Over on Payments Menu 2. From the Pending Payment section of drop down ...
An existing Payment can be edited, as per the Payment's status. 1. Mouse-Over on the Payments Menu 2. From List Payements section, s...
