Sales Leads
A sales lead is a potential sales contact, an individual or organization
that expresses an interest in your goods or services.
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Lead Sources
Preliminary description. |
Lead Types
Preliminary description. |
Sales Opportunities
An Opportunity is an account which has been qualified, already contacted, called
or met him and know their needs or requirements.
Sales Campaigns
Add or modifiy sales campaigns here.
Query Campaigns
Detailled query of campaigns.
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Campaign Types
Preliminary description. |
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Campaign Announcements
Announce campaigns by e-mail to the customer groups you define.
Customer Records
Section where customer information is kept in detailed.
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Attribute Descriptions
Define attributes and classify the customers in detailed. |
Sales District
Define geographic sales territories. |
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Customer Contacts
Section where contact information is kept in detailed. |
Contact Attribute Descriptions
Define attributes and classify the contacts in detailed. |
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Product Descriptions
Define the goods and services. |
Sales Price Lists
Define the selling prices of goods and services. |
Contracts
Follow up contracts of the customers.
Projects
Follow up work plans.
Sales Offers
Stores quotations offered to the customers.
Query Sales Offers
Query sales offers in detailed.
Offer Types
Preliminary description.
Sales Order
Sales order records.
Query Sales Orders
Detailed query of sales orders by products.
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Sales Order Types
Preliminary description. |
Sales Invoices
Sales invoice records.
Query Sales Invoice Records
Query of sales invoices in detailed.
Sales Invoice Types
Preliminary description.
Collection Records
Enter collection records here.
Bank Accounts
Customer's bank account records.
Bank Descriptions
Bank descriptions.
Task and Event Records
Visits, phone calls, and all kinds of tasks and activities are planned.
Event Calendar
Calendar view of activities.
Field Sales Reports
Report market conditions and actual situation in sales territory.
Consignment Shipment Register
Consignment form that tracks product samples sent to the fair or customer for training, trial and display purposes.
Consignment Activity Plan
The schedule where consignment posts and events are shown collectively in the GANTT chart.
Issue Records
Add a issue or compliant record.
Query Customer Issues
Query of Customer's Issues.
Survey Records
Customer satisfaction research questionnaire.
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Survey Descriptions
Describe surveys and questions. |
Query of Survey Records
Query of the survey are questioned. |