Proposal
Sales Culture > Proposal
This module is designed to help sales personnel monitor all proposals which they have proposed to their customers. It will be an important tool to ascertain that sales personnel do not miss out any ...
1. From your Main Dashboard, tap on Common Data and click Customer
2. Tap on
3. Click View to open Customer Detail information page
4. At Customer Detail Page click on
&nbs...
Monitor Proposal progress and status.
1. From your Main Dashboard, tap on SALES and click Proposal
2. Tap on
3. Select Date and click
 ...
Sales Person may enter in the product/item purchased by the Customer after the proposal has been updated to status "Completed". To use this feature, kindly enter the Products into i3TeamWork system....
Purchase List will allow Sales Person to view product/service provided to the customer.
1. From your Main Dashboard, tap on SALES and click Proposal
2. Tap on Purchase List
3. Search ...
Most popular articles |
Newest articles |