Business

Products and Price Lists

• Mass import and update of products
• Using Price Lists
• Using Products
• Price List Action Overview
• Add Products to a Price List
• Product Action overview

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Deals

• Required Follow-up
• Create a Deal
• Deal Detail
• Deal Action Overview
• Deal Stages
• Series of Deals

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Quotes and Sales Orders

• Create a Quote and Sales Order
• Quote Detail
• Sales Order Detail
• Quote and Sales Order Action Overview
• Send Quote and Sales Order by Email
• Synchronization of Deal with Quote and Sales Order

Projects

• Create a Project
• Project Detail
• Project Action Overview
• Add Deals to a Project

Analyses

• Sales Pipeline
• Sales Pipeline Performance
• Sales Estimate
• Sales Development
• Sales by Product
• Sales by Sales Rep

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