Customer Engagement Management is at the root of your CRM goals. Learn how to find a contact, review their information, and then quickly add activities, check sales opportunities, or start a sales order or quote.
- You can search for prospects or customers from the Contact box on the Dashboard.
- In the Contact box at the top of of the Calendar, type the name of the contact you want to find.
- The contact you chose opens on the Contact Analysis page.
- From this page you can review contact information and launch common functionality. Check the toolbar at the bottom of the page:
: Opens the Sales Order Entry page. Learn more in the Sales Training module: How to create a sales order.
: Opens the New Price Quote page. Learn more in the Sale Training module: How to create a price quote.
: Generate pivot reports to analyze data.
Check Stock: Opens the Analysis page of the Product Master.
Pricing: Opens the Pricing page of the Product Master.
Order Inquiry: Opens the Sales Order Inquiry page.
Sales Opportunity: Opens the Product Opportunities page. See How to track your sales opportunities
Add Activity: Opens the New Event pop-up. See Add an activity to a prospect.
Order Page: Opens the Customer Order Pad.