Content: Pipeline Management. Quotations. CRM. Customer Special Prices. Discounts. Margin Control. Grid Views For Managers. Cloud Client. Sales Manager And Reps. Targets (Budgets). Sales Reports. Telesales / Opportunities. The Account...

Content: Company Settings For Credit Control Customer Settings User Privileges Grid Views for Credit Controller Reports for Credit Control Service Charges Collecting Payments – Grid Views To help Debtors Letters

Content: Account Managers And Customer Categorisation. Customer Evaluation. Identify Customer Drop Off And Retention. Managing Customer Care. Cross-Selling. Identify Opportunities. Creating Customer Special Prices. Collecting Payments – Grid Views To...

Content: Review of Report Writing (Introduction). Report Scheduler. Hands-On Practicals. Add Customer Picker To OnTime Delivery Report. Make Field Visible Depending On Value Of Another Field. CRM Report For Report...