Sales Culture
Sales Culture
Program Settings
Step 1: Allow Users to access SLAM
Step 2: Define Revenue Category
Step 3: Limitation Setting
Setting Sales Target
Sales Target
Score Card Target
Sales Console
Sales Activities Analysis
Sales Activities Calendar
Sales Activities Summary
Leads Generation Performance
Customer Data Analysis
Customer Summary Report
Summary
Inside Sales
Inside Sales
Set Authorized User
Assign New Activity
Assign New Sales Lead
Assign New Monthly Recurring Revenue
Notification
Leads Generation Performance Report
Summary Dashboard
Daily Activity Report
Customer
Setting
Customer Listing
Add Customer
Add Contact
Add Branch
Add Subsidiary
Update Customer Info
Add Referrer to Customer
Share Customer
Referrer
Referrer Assignment
Add Customer by Referrer
Sales Pipelines
Sales Pipeline Concept
View Sales Leads
Add Sales Lead
Add Recurring Revenue
Manage & Monitor Sales Pipeline
Search Leads
Sales Lead Details
Delete Overdue Sales Lead
Sales Pipeline Report
Add Proposal To Sales Lead
Change Leads Status
Manager's Focus
Telemarketing
Telemarketing
Make a Telemarketing Call
Conversation Summary
Telemarketing Report
Calls Reminder
Activities & Visitation
Visitation & Activities Concept
Add New Activity
View Activity Calendar
Activity Report
Current Location Map
Check In
Proposal
Proposal
Add New Proposal
Monitor Proposal Progress
Create Purchase List
View Purchase List
Quotation
Quotation
Create Quotation Template
Submit New Quotation
Email the Quotation
Print the Quotation
Quotation Approval
Main Setting
Optional Setting
Marketing Campaign
Create New Campaign
Marketing Campaign Listing
Methodology: Creative Page - Email To Customer
Graphics & PDF Library
Setting
Creative Page
Media Rack
Check In
Setup For Check In
Check In New Customer
Check In Existing Customer
Check In Pre Schedule Activity
Check Out
Reports
SLAM Report
Performance Report
Datamining Report
Sales Summary
Group Sales Summary
Comprehensive Salesperson Report
Customize Setting
Customize Label
Set Important Field
Email Alert
Sales Group
Ask Ai
Ai - Personal Assistance
Ai - Sample
System Concept
Sales Leads & Activity Management – or SLAM, in short – consists of a few modules as follows:- Customer & Contact Information Telemarketing Activity Management Sales Lead Manag...
Video Tutorial
Watch the video tutorials below to learn how to set up your i3Teamworks. Customer Add and manage your customers Visitation & Activities Add and manage your activities
Most popular articles
Newest articles
Sales Target
Mobile Web App
Quick Links (Favorite Menu)
Step 1: Set Customer Category
View Activity Calendar
Edit & Delete Working Group
View Employee List in Working Group
4. Assign User Into Group
3. Set Working Groups
2. Set Normal Working Schedule