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Business

Deals

  • Create a Deal
  • Deal details
  • Deal Action overview
  • Deal Stages
  • Types of trade
  • Delivery note export
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Quotes

  • Creating a Quote 
  • Synchronisation of the Trade Type with the Quote
  • Overview of Promotions with the Quote

Projects

  • Create a Project
  • Project Action overview
  • Add Deals to a Project
  • Detailed record of the Project
  • Remove deals from a Project

Products

  • Create a Product
  • Product details
  • Registration cost of the product
  • Product Action overview

Price List

  • Create a Price List
  • Price List details
  • Price List Action overview
  • Adding Products to a Price List
  • Create a Price List in a foreign currency

Analysis

  • Pipeline
  • Business Success
  • Salesman Success Rate
  • Sales Development
  • Sales by Products
  • Sales by Representatives
See all 8 articles
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