Enquiries and RFQs
The Tradeboard can be used to directly add new enquiries and generate RFQ's from these enquiries. The Tradeboard also allows easy tracking of the status of these RFQ's.
To Add a
Tradeboard
Webhuk is equipped with the Webhuk Tradeboard which is specifically developed specifically for the trading businesses. The Webhuk Tradeboard is a one-stop-shop / one-stop-board
Integration with User Tasks
1. A New Callsheet when added to a Sales Funnel needs you to input follow up dates for this particular Callsheet.
2. Webhuk's database system automatically relates a parti
Sales Funnel Events
Sales Funnel Events are all the events that are associated with a typical Sales Funnel.
Webhuk comes preloaded with a bunch of Events. To get to Sales Funnel Events
1. Mouse-
Editing an Existing Callsheet
To edit a Callsheet
1. Mouse-Over on the Sales Menu
2. Select All Callsheet, the next window lists all the Callsheets in the system
3. On the row of the selected Callsheet
Adding a New Callsheet
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 Menu
2. Select New Callsheet from the dro