User Profile You can manage settings of your own user profile. In such a way, you can set up your signature for...
Viewing and Editing Leads The Leads section provides the functionality to manage Leads, communicate with them, track meetings, and manage Sales Folders. Management of...
How to Use the Leads Board The system allows for the option of two leads views, as follows: List View Shows the list of Leads. Board...
Sales Folders Creation of a new Lead requires creation of a Sales Folder. The Sales Folder is a place where you can...
How to Produce a 1st Contact Letter If you have not sent the 1st Contact Letter during the Sales Folder creation, you can send this email type...
How to Complete a Sale Once you have a Signed Quote and Authority to Proceed, you need to complete a sale in the system. Note...
Quote Overview On the list with Leads, locate the one who you want to manage the RFQ for. Hover over the Lead,...
General Quote Information The created Sales Folder attributes to the Lead who the system considers to be the primary owner (Owner 1) of...
Adding Sites to Quotes You can manage Sites for the Sales Folder. For each Sales Folder you can add several Sites. When producing an...
Quotations You can manage quotations in the system. The number of quotations per one Sales Folder is not limited. The system...
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