Lead Management
- How to create Lead?
- How to manage Qualified, Lost and Disqualified Lead?
- User Level Sales Dashboard
- Sales Order Dashboard at User Level and Organizational Level
Quotation
- How to create Sales Proposal
- How to create AMC Quotation
- How to create Visit Charge Proposal
- Create Multiple Templates of Proposal under Favorite
Sales Order
- User Level Sales Dashboard
- How to manage Sales Order Fulfilment
- How to manage Sales Order Management
Contract
- Download the AMC Serial in particular files/Contracted Active Products
- How to renew a Client Contract
- How to convert Proposal in to Contract
- How to terminate a Client Contract
Others
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