Page 336 - Training 2019

Table of Contents
INTRODUCTION: ............................................................................................................................................................... 3

LOGGING IN ......................................................................................................................................................................... 4

LOGGING INTO CRM ........................................................................................................................................................ 4
CUSTOMER NAVIGATION MENU ............................................................................................................................... 6
CUSTOMER INFORMATION SCREEN: ........................................................................................................................ 6

CONTACT DETAILS TAB: ................................................................................................................................................ 7

CONTACT HISTORY TAB: ............................................................................................................................................... 9
DOCUMENTS TAB: .......................................................................................................................................................... 13

OPPORTUNITIES TAB: .................................................................................................................................................. 13
INTERNAL PRODUCTS: ................................................................................................................................................. 17

PRODUCT SALES (THE HOLY GRAIL): .................................................................................................................... 18
CUSTOMER BUDGETS, PRICING AND CATEGORY DISCOUNTS: .................................................................. 19

PROFORMA INVOICES, SALES ORDERS, TAX INVOICE, CREDIT AND DEBIT NOTES: ........................ 19
BALANCES, OPEN ITEM AND TRANSACTIONS TAB: ......................................................................................... 19

SUPPLIER NAVIGATION MENU ............................................................................................................................... 20
CONTACTS, CONTACT HISTORY, DOCUMENT CASE: ....................................................................................... 20

PRODUCT PURCHASES:................................................................................................................................................ 20
PREFERRED SUPPLIER PRODUCTS: ......................................................................................................................... 20
PURCHASE ORDER, GOODS RECEIVED NOTE, SUPPLIER INVOICE, RETURN DEBIT, CREDIT TO

SUPPLIER, SUPPLIER BALANCES, OPEN ITEMS AND TRANSACTIONS: .................................................... 20
PROSPECT NAVIGATION MENU .............................................................................................................................. 21
CREATING A NEW PROSPECT: .................................................................................................................................. 21

INVENTORY NAVIGATION MENU .......................................................................................................................... 22

TOP AREA OF THE PAGE:............................................................................................................................................. 22
ITEM STORE DETAILS: ................................................................................................................................................. 22
PRICING: ............................................................................................................................................................................ 22

REORDER, SUPPLIER PRICING, SERIAL NO(S) AND EXTRA NOTES: ......................................................... 22

ACTIVITY: .......................................................................................................................................................................... 23
PRODUCT HISTORY (THE OTHER HOLY GRAIL): ............................................................................................... 23

INVENTORY DOCUMENTS, USER DEFINED and LANGUAGE TRANSLATIONS: ....................................... 23
PROCESS NAVIGATION MENU ................................................................................................................................. 24

TASK VIEW: ...................................................................................................................................................................... 24
CUSTOMER SALES: ........................................................................................................................................................ 25

SALES OPPORTUNITIES: ............................................................................................................................................. 25
REPORTS NAVIAGTION MENU................................................................................................................................. 26

MAIN MENU TOOLBAR ................................................................................................................................................. 26
CRM TRAINING MANUAL 1

Updated - 08 October 2018