Sales Culture > Program Settings
i3TeamWorks SALES culture is designed to suit various industries. As such, you as a user are able to define parameters which would suit your Company and nature of business best. This is important t...
This setting will be used to define the revenue stream for each Sales Leads. For some companies, a salesman has a sales target set to sell various categories of products, and Revenue Category can be...
To have a better report analysis, managers or superior may do below settings for Check In, Telemarketing Call and Customer data management. However below setting is Optional 1. From your Main Dashb...
This is an optional setting. Label is a definition which is used in i3TW system. Some of it is flexible and you may change it according to your preferences. Since this is optional setting i3TW will...
This is an optional setting. You may define which field is required and to be displayed in the Add New Customer form. 1. From your Main Dashboard, tap on SALES and click Program Settings...
The purpose of this is to allow SLAM to automatically email the user about their work performance and alert them on any upcoming activities and potential sales leads. 1. From your Main Dashboard, t...
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