by Sarmad Abdullah 12 years ago
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The people in a company that you communicate and interact in pursuit of a business opportunity.
They are a list or register of tasks, events, and calls associated to the CRM records pertaining to different modules.
Accounts are companies or department within in a company, with which you make business dealings.
Are the companies, individuals or contractors from whom your organization gets products/services.
The individuals or representatives of organizations who show interest in your products or services.
They are legal agreements between a customer and a vendor to deliver the requested product at the agreed price and within the specified time.
In this menu item, you are welcomed to the page and it asks you whether you want to personalize your settings or not.
Refers to the goods or services sold or procured by any organization.
Take sales tracking to the next level by following not only big deals, but also deals that were inactive. Follow leads, potentials, contacts and accounts that are important to your business.
The business deals with organizations or people that generate revenue for your organization.
Are the confirmation of sales generated after the customer sends a purchase order based on your quotes.
They are feedback received from the customers on various issues pertaining to the use of your products or services.
Are legally bound order-placing documents for procuring products or services from vendors.
Are the agreed price for selling a product to a customer. Based on the agreed terms, the prices can even vary for different customers.
Are bills issued by the vendor to the customers along with the goods/services with the purpose of procuring payments.
They are the resources within the organization that enables solving repetitive problems encountered by customers.
Factual insight for tracking and fine-tuning the sales process in your organization.
Give you an overview on how your properties are performing by displaying summaries of different reports as widgets on a single page.
It is a marketing process which is planned, executed, distributed and analyzed.
