Sales Support 2023
Access this demo here. The Clients button is where we add new clients, find their client information, and manage our sales leads through to completion. ...
Wed, 5 Apr, 2023 at 4:13 PM
Access this demo here. The Clients button is where we add new clients, find their client information, and manage our sales leads through to completion. ...
Wed, 5 Apr, 2023 at 2:27 PM
Access this demo here. The Clients button is where we add new clients, find their client information, and manage our sales leads through to completion. ...
Tue, 4 Apr, 2023 at 11:01 AM
Access this demo here. You'll see we have a lot of information here. We list the client's name, their project, main phone number, email, locatio...
Wed, 5 Apr, 2023 at 2:28 PM
In the My Clients list, you can see the Client ‘Location’ field - this is an editable field - and the instructions to access this are included below. ...
Tue, 4 Apr, 2023 at 11:02 AM
Access this demo here. To the top right of the Client list, press the Print button, this gives us the ability to print our Client report. Th...
Wed, 5 Apr, 2023 at 2:29 PM
Access this demo here. You can also Print or Export your own custom client list reports. This is started by setting the Custom criteria via the sales opp...
Wed, 5 Apr, 2023 at 2:30 PM
Access this demo here. We provide you with a great search function - search fields can be found on the Clients page (below the +Add Client button. Typin...
Tue, 26 Apr, 2022 at 8:54 PM
Access this demo here. Adding a new Client is pretty straightforward. If you click on the “Add Client’ button as shown below, you’ll be taken to the ‘Ne...
Wed, 5 Apr, 2023 at 2:31 PM
Access this demo here. When adding Client details you’ll notice the Client Opportunity/Client Lead/Estimated Budget/Expected close date section - these ...
Wed, 5 Apr, 2023 at 2:32 PM