The Letter of Recommendation is used to recommend your Overseas Agent Services to the Customer. This document is available from Management > Sales Activities > Letter of Recommendation. When the link for the Letter of Recommendation is selected, the following window is shown. Please see below an example of the document. (Input Terms Printouts; Terms […]
Sales Activities
Sales Reporting
The following reports are available from the toolbar in the Administration > Customer Masterfile > Sales Profiles screen and from Management > Sales Activities > Customer Sales Profile. Sales Visit Report: The detailed and summary PDF reports providing information on visits to customers based on a date period selection, Branch and Sales Person. Cold Call […]
New Visit
This screen logs details of visits to clients. This screen is available from the toolbar in the Administration > Customer Masterfile > Sales Profiles screen and from Management > Sales Activities > Customer Sales Profile. To add a new visit, click on the New Visit Button. The screen will immediately open to enter new […]
Sales Profile
This screen allows users to perform the following sales functions: Client Visits Create Quotations Sales Reporting The Sales Profile is accessible as an option and a toolbar button from the Administration > Customer Masterfile and the Management > Sales Activity > Customer Sales Profile. The below screen is a view of the Sales Profile. The […]