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
Editing an Existing Sales Funnel
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 which is to be edited
3. Or, select All Sales Fu