Working with Customers

To find out more about www.salesorder.com click here to set an appointment. The Customer Document stores all details about the Customer. Where you can create, recall and view all associated information and Documents of a Customer.   Functions include: Edit Customer – To add or update information Find dropdown allows searches for: Actions include: If this article is unclear, please … Read More

Working with Prospects

To find out more about www.salesorder.com click here to set an appointment. Prospects are potential Customers. You can attach Contacts, Quotes, Estimates etc. to a prospect. To invoice a Prospect, you first must convert the Prospect to a Customer. This document is very similar to a customer document. Functions include: If this article is unclear, please let us know:

Sales Forecasting

To find out more about www.salesorder.com click here to set an appointment, or read about their take on Business Intelligence. From here you can access Sales Opportunities and Sales Forecasts (see image below). The purpose is to forecast your future sales revenue by monitoring the sales team’s progress. The Sales Forecasts documents used by the Sales Manager, will collate the … Read More

Leads, Prospects and Customers

To find out more about www.salesorder.com click here to set an appointment. It is useful to have an understanding of this relationship between Leads, Prospects and Customers in your system. A Lead is essentially contact information (together with some notes or memos) that is used to capture potential Customers. Leads may be obtained from the web, word of mouth, advertisements … Read More

Configuring Prospects

To find out more about www.salesorder.com click here to set an appointment. The Prospect Configuration Document lets you configure the unique Ref # for New Prospects. If this article is unclear, please let us know: