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CRM

  • TeleSales

    Overview The TeleSales Monitor allows users quickly build a list of customers who have not ordered recently and build interactions from that list. Those interactions can be completed by either stating...

  • Sales Person Search

    Overview Sales Person Search is a CRM module within SalesPad Desktop that allows users to search through their own Sales People. In this document, you will learn how to access Sales Person Search and ...

  • Sales Person Card

    Overview The Sales Person Card is the screen that allows users to view information about Sales People. In this documentation, you will learn how to read the properties for the Sales Person, as well as...

  • CRM Contact

    Overview CRM Contact Search can be used to search and view contact cards and their properties in SalesPad. The contact search will search contact, prospect, opportunity, and vendor contacts as well. U...

  • CRM Tasks and Notes

    Overview SalesPad Customer Relationship Management (CRM) allows tasks to be scheduled and notes to be recorded for each customer. A CRM tab is available in the Customer Card. Note: This document cover...

  • CRM Setup

    Overview The CRM Module allows you to create and maintain a variety of different business objects. One of components to this module is CRM Setup. Requirements Latest Version of SalesPad Microsoft Dyna...

  • CRM Sales Territory

    Overview The CRM Module provides a variety of different options for customer to work with different contacts, opportunities, prospects, and other functionalities of CRM. The latest version of the CRM ...

  • CRM Prospect

    Overview The CRM Prospect functionality in SalesPad Desktop allows you to easily manage your database of prospective customers. Keeping a database of prospective customers allows your salespeople to m...

  • CRM Opportunity

    Summary The CRM Module provides a variety of different options for customers to work with different contacts, opportunities, prospects, and other functionalities of CRM. The latest version of the CRM ...

  • Interactions

    Overview Many SalesPad business objects support the creation of Interactions. Interactions are CRM events that show the relationship between different facets of the business. Interaction Grid Action T...