Business

Deals

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

See all 12 articles

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