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 you to switch between two views, as follows: List View Shows the list of Leads. Board View...
Sales Folders Creation of a new Lead requires creation of a Sales Folder. The Sales Folder is a place where you can...
How to Reassign a Lead to Another Salesperson Documents and communications sent to leads are sent from the salesperson the lead is assigned to. By default, a salesperson...
How to Record Client Meetings Managing Meetings with the Lead A Meeting is a format of keeping notes about all business interactions with the Lead....
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 Produce an Authority to Proceed 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,...
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