This document provides instructions for using the key features of a sales CRM system. It outlines the main sections of the dashboard, how to add and manage organizations, contacts, tickets, enquiries, quotations, invoices, sales orders, and work orders. For each section, it describes how to access related lists, create new records, and view or edit existing ones. The goal is to help users navigate the system and understand how to complete common sales tasks.
This document provides step-by-step instructions for creating a distributor account on www.angelpremiumhair.com and an overview of the features and tools available in the back office portal. It outlines the signup process, mandatory initial purchase requirements, navigating product categories and placing orders, accessing reports and commissions, and managing contacts and replicated websites. The document aims to guide new distributors in getting started with their back office account.
How to Create an Electronic Signing in Docs+ -- by RealcompRealcomp II Ltd.
There are two main ways to create an electronic signing in Remine Docs+:
1) Create a transaction and add forms/documents that need to be signed. Fill out forms, then send them to clients for signing.
2) Upload documents from your computer and add them to an existing or new transaction folder. Then fill out forms with signature fields and send to clients.
It is important to whitelist the Remine email address, call clients before sending offers, and use the resend option if forms need to be resent rather than resending regularly.
The document provides instructions for creating a compliance library, generating compliance from the library, submitting and approving compliance, creating events, and generating reports in a compliance management software. Key steps include uploading an excel file to create a compliance library, assigning compliance to groups and periods, submitting compliance and providing approval/comments, creating events that generate new compliance, and using various filters to search and generate compliance reports.
The document provides instructions for submitting Returns of Earnings (ROE) online through the Compensation Fund website. It explains that employers registered with the Compensation Fund can submit ROE forms electronically. The steps include registering for a user account, logging in, filling out organization details, submitting earnings information, and viewing invoices. Common error messages are also addressed, such as what to do if individual or organization details cannot be found or if submissions fail. Contact information is provided for the ROE support team to assist with any issues.
This document provides an introduction and overview of the Tally accounting software package. It describes the general features of Tally, such as maintaining primary books of accounts, registers, statements, reports and bank reconciliation capabilities. It also outlines how to get started with Tally by creating a company, including entering company information and available options under "Company Info". Finally, it discusses the role and functions of buttons on the Tally screen.
In previous presentations, we showed you how to choose a CRM system and gave you a comparison of the top 4 CRM software options for small businesses. If you followed our advice and chose Insightly for your CRM, it’s now time to set it up. That’s the topic of today’s presentation.
See more at: http://fitsmallbusiness.com/how-to-set-up-insightly/
Tally is an accounting software package that allows users to electronically maintain accounts and books that were previously only maintained manually. It features include maintaining primary books, registers, statements, reports and bank reconciliation. When getting started with Tally, users can create a company by providing information like the name, address and accounting method. Buttons on the Tally interface allow selecting and shutting companies, and setting program features.
This document provides step-by-step instructions for creating a distributor account on www.angelpremiumhair.com and an overview of the features and tools available in the back office portal. It outlines the signup process, mandatory initial purchase requirements, navigating product categories and placing orders, accessing reports and commissions, and managing contacts and replicated websites. The document aims to guide new distributors in getting started with their back office account.
How to Create an Electronic Signing in Docs+ -- by RealcompRealcomp II Ltd.
There are two main ways to create an electronic signing in Remine Docs+:
1) Create a transaction and add forms/documents that need to be signed. Fill out forms, then send them to clients for signing.
2) Upload documents from your computer and add them to an existing or new transaction folder. Then fill out forms with signature fields and send to clients.
It is important to whitelist the Remine email address, call clients before sending offers, and use the resend option if forms need to be resent rather than resending regularly.
The document provides instructions for creating a compliance library, generating compliance from the library, submitting and approving compliance, creating events, and generating reports in a compliance management software. Key steps include uploading an excel file to create a compliance library, assigning compliance to groups and periods, submitting compliance and providing approval/comments, creating events that generate new compliance, and using various filters to search and generate compliance reports.
The document provides instructions for submitting Returns of Earnings (ROE) online through the Compensation Fund website. It explains that employers registered with the Compensation Fund can submit ROE forms electronically. The steps include registering for a user account, logging in, filling out organization details, submitting earnings information, and viewing invoices. Common error messages are also addressed, such as what to do if individual or organization details cannot be found or if submissions fail. Contact information is provided for the ROE support team to assist with any issues.
This document provides an introduction and overview of the Tally accounting software package. It describes the general features of Tally, such as maintaining primary books of accounts, registers, statements, reports and bank reconciliation capabilities. It also outlines how to get started with Tally by creating a company, including entering company information and available options under "Company Info". Finally, it discusses the role and functions of buttons on the Tally screen.
In previous presentations, we showed you how to choose a CRM system and gave you a comparison of the top 4 CRM software options for small businesses. If you followed our advice and chose Insightly for your CRM, it’s now time to set it up. That’s the topic of today’s presentation.
See more at: http://fitsmallbusiness.com/how-to-set-up-insightly/
Tally is an accounting software package that allows users to electronically maintain accounts and books that were previously only maintained manually. It features include maintaining primary books, registers, statements, reports and bank reconciliation. When getting started with Tally, users can create a company by providing information like the name, address and accounting method. Buttons on the Tally interface allow selecting and shutting companies, and setting program features.
Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...MyIntelliSource, Inc.
Document contains steps to getting up and running quickly with MyTimeClock Employee Scheduling and Time Keeping Cloud Software as a Service Solution iOS version. Try MyTimeClock or any of our other software packages risk-free by registering for a FREE ACCOUNT at https://register.myintellisource.com/. If you would like more information about our company or its software, follow us on Facebook, Instagram, LinkedIn, Twitter, or YouTube, visit our home page at https://www.myintellisource.com/, or send us an email at cs@myintellisource.com. Take care and have a great day.
FabGreen Technologies provides JustBill Billing Software to wide range of customers. This software can be installed in Windows Computer and Tablet. JustBill ensure full security to your data. JustBill is an extensive product for any small scale business. It is integrated with tally. This is specially designed for small and medium scale Retail and Traders.
Register employer and post internship on SwiftIntern.comFaizan Ayubi
This document provides instructions for employers to register and post internships on the website SWIFTINTERN.COM. It outlines the steps to complete the registration form, enter company details, create an internship posting with relevant details, view applicants and select candidates, and contact applicants. It also describes the employer dashboard that provides real-time data on posted internships, applicants, views, and messages. The document concludes by thanking the employer and providing contact information for any additional queries.
This guide provides instructions for companies to apply for Malaysia Digital status. It outlines the application process which includes registration, eligibility check, login, and applying. The applying section walks through completing each required section of the application form in steps, which includes company details, business activities, management team, proposed digital services and activities, revenue projections, and human resource information. The guide ensures applicants have the necessary information to successfully navigate and submit the Malaysia Digital application.
FabGreen Technologies provides JustBill Billing Software to wide range of customers. This software can be installed in Windows Computer and Tablet. JustBill ensure full security to your data. JustBill is an extensive product for any small scale business. It is integrated with tally. This is specially designed for small and medium scale Retail and Traders.
Order to cash flow cycle in order management in detailShiv Om Mishra
The document provides guidance on completing the order to cash cycle in a generic organization. It discusses required setup steps like creating a customer and item, defining inventory and pricing, and defaulting rules. The goal is to take a sales order from entry through phases of booking, shipping, and invoicing. Areas of focus include setup, creating an order, shipments, and invoicing.
1) The document outlines the steps to create a company and ledgers in the Tally accounting software. It includes entering company information like name, address, currency details.
2) It also describes how to create single and multiple ledgers by specifying the name, group, opening balance, and other attributes. Ledgers can also be displayed, altered or deleted.
3) Configuration options for the company like cost centers, taxes can be enabled from the features menu. This allows customizing the software for different accounting needs.
Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...MyIntelliSource, Inc.
Document contains steps to getting ups and running quickly with MyTimeClock Employee Scheduling and Time Keeping Cloud Software as a Service Solution, Android version. Try MyTimeClock or any of our other software packages risk-free by registering for a FREE ACCOUNT at https://register.myintellisource.com/. If you would like more information about our company or its software, follow us on Facebook, Instagram, LinkedIn, Twitter, or YouTube, visit our home page at https://www.myintellisource.com/, or send us an email at cs@myintellisource.com. Take care and have a great day.
This document provides instructions for sales admins and all employees on managing company records in CRM. It describes how to check if a company already exists, add a new company, update an existing company, deactivate a company, and reactivate a previously deactivated company. The steps include navigating to the company entity, searching for a company, filling out required fields, assigning an owner, and clicking buttons to save, deactivate, or reactivate while in the company form.
This document provides instructions for using a CRM application, including logging in, managing account information, creating accounts, invoices, and potentials. It outlines the steps and screenshots to follow for various roles like CSC, ASP to complete tasks in the application like updating personal details, selecting products/services, and entering required customer information.
This new hire manual provides instructions for conducting background checks, verifying social security numbers, requesting motor vehicle reports, and entering new hire information into the HR, benefits, and payroll systems. It outlines 11 steps for starting a background check, 7 steps for completing a background check, 5 steps for requesting an MVR, 5 steps for social security number verification, and 9 steps for entering a new hire into HR and benefits and payroll. The appendix sections provide additional reference information on titles, departments, contacts, and other payroll-related topics.
Hopro2015 getting started with insurance billingStephen Kreger
This document provides instructions for setting up insurance billing in a medical billing software. It outlines the steps to add insurance carriers, patients, and refering physicians. It then explains how to create events, sessions, invoices, and generate CMS-1500 forms for insurance billing. The tutorial emphasizes entering accurate insurance and patient information at each step to ensure proper form completion and submission. It concludes by noting the software is easy to use and the company provides support.
1. The document provides instructions for staff to register for and use an online staffing platform called StaffConnect. It outlines how to register an account, log in, fill out profiles, apply for and complete shifts, upload files, and generate invoices.
2. After logging in, users can communicate with other staff, view and apply for shifts, and manage their personal calendar and shift schedule. Filling out profiles and uploading photos makes profiles more complete.
3. The process involves applying for shifts, confirming or rejecting them, working shifts, uploading completion details like times worked and expense reports, and generating invoices if required by the agency. Users can improve their "karma" rating by completing shifts on time.
The document provides an overview of how to create a master database of items/products in GeSTure. It describes navigating to the "Goods & Services Details" page to enter details like the product code, description, opening quantity and value, HSN code, minimum and reorder levels. It also explains entering tax rates and valuation methods.
A second section summarizes setting up general ledger accounts by navigating to the "Ledger Creation" window to enter details like the ledger description, opening balance, and whether it is a cash, bank or other account.
The third section outlines entering purchase invoices by navigating to "Inward Supply/Transaction/Bill", selecting credit or non-credit purchase, and
The document provides instructions for electronically filing a Personal Financial Disclosure statement in Georgia. It explains who is required to file, how to obtain login credentials, and how to navigate the efiling system. The efiling system has several sections that must be completed by submitting required information before a report can be finalized and electronically submitted. Upon submission, a confirmation email will be sent.
1. The document provides step-by-step instructions for using SAP Collections Management 3.0 to create a work list of customers, prioritize customers and invoices, create promises to pay, allocate promised amounts, and create a dispute case for a damaged goods invoice.
2. Key steps include creating a work list for company code 3000, sorting customers by broken promises and invoices by days in arrear, creating a $45,000 promise to pay for invoices in the first quarter, and generating a dispute case for an invoice due to damaged goods.
3. The dispute case workflow routes the case to the next processor to clarify the issue by July 25, 2004, and updates the invoice status to disputed in Collections Management
Configure Bank Reconciliation with Odoo 15 Accounting ModuleCeline George
Reconciliation models can make the Reconciliation process much more straightforward. You can easily set up the Reconciliation models on the Accounting module.
The document provides step-by-step instructions for accessing and navigating a demo of the WE Bill e-Software medical billing program. It explains how to register for an account, log in, search for patients, add new patient information, enter visit details including diagnosis codes, charges, insurance, and payments. Screenshots illustrate each step of the process for entering and submitting an electronic claim within the demo software.
Microservice Teams - How the cloud changes the way we workSven Peters
A lot of technical challenges and complexity come with building a cloud-native and distributed architecture. The way we develop backend software has fundamentally changed in the last ten years. Managing a microservices architecture demands a lot of us to ensure observability and operational resiliency. But did you also change the way you run your development teams?
Sven will talk about Atlassian’s journey from a monolith to a multi-tenanted architecture and how it affected the way the engineering teams work. You will learn how we shifted to service ownership, moved to more autonomous teams (and its challenges), and established platform and enablement teams.
Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...MyIntelliSource, Inc.
Document contains steps to getting up and running quickly with MyTimeClock Employee Scheduling and Time Keeping Cloud Software as a Service Solution iOS version. Try MyTimeClock or any of our other software packages risk-free by registering for a FREE ACCOUNT at https://register.myintellisource.com/. If you would like more information about our company or its software, follow us on Facebook, Instagram, LinkedIn, Twitter, or YouTube, visit our home page at https://www.myintellisource.com/, or send us an email at cs@myintellisource.com. Take care and have a great day.
FabGreen Technologies provides JustBill Billing Software to wide range of customers. This software can be installed in Windows Computer and Tablet. JustBill ensure full security to your data. JustBill is an extensive product for any small scale business. It is integrated with tally. This is specially designed for small and medium scale Retail and Traders.
Register employer and post internship on SwiftIntern.comFaizan Ayubi
This document provides instructions for employers to register and post internships on the website SWIFTINTERN.COM. It outlines the steps to complete the registration form, enter company details, create an internship posting with relevant details, view applicants and select candidates, and contact applicants. It also describes the employer dashboard that provides real-time data on posted internships, applicants, views, and messages. The document concludes by thanking the employer and providing contact information for any additional queries.
This guide provides instructions for companies to apply for Malaysia Digital status. It outlines the application process which includes registration, eligibility check, login, and applying. The applying section walks through completing each required section of the application form in steps, which includes company details, business activities, management team, proposed digital services and activities, revenue projections, and human resource information. The guide ensures applicants have the necessary information to successfully navigate and submit the Malaysia Digital application.
FabGreen Technologies provides JustBill Billing Software to wide range of customers. This software can be installed in Windows Computer and Tablet. JustBill ensure full security to your data. JustBill is an extensive product for any small scale business. It is integrated with tally. This is specially designed for small and medium scale Retail and Traders.
Order to cash flow cycle in order management in detailShiv Om Mishra
The document provides guidance on completing the order to cash cycle in a generic organization. It discusses required setup steps like creating a customer and item, defining inventory and pricing, and defaulting rules. The goal is to take a sales order from entry through phases of booking, shipping, and invoicing. Areas of focus include setup, creating an order, shipments, and invoicing.
1) The document outlines the steps to create a company and ledgers in the Tally accounting software. It includes entering company information like name, address, currency details.
2) It also describes how to create single and multiple ledgers by specifying the name, group, opening balance, and other attributes. Ledgers can also be displayed, altered or deleted.
3) Configuration options for the company like cost centers, taxes can be enabled from the features menu. This allows customizing the software for different accounting needs.
Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...MyIntelliSource, Inc.
Document contains steps to getting ups and running quickly with MyTimeClock Employee Scheduling and Time Keeping Cloud Software as a Service Solution, Android version. Try MyTimeClock or any of our other software packages risk-free by registering for a FREE ACCOUNT at https://register.myintellisource.com/. If you would like more information about our company or its software, follow us on Facebook, Instagram, LinkedIn, Twitter, or YouTube, visit our home page at https://www.myintellisource.com/, or send us an email at cs@myintellisource.com. Take care and have a great day.
This document provides instructions for sales admins and all employees on managing company records in CRM. It describes how to check if a company already exists, add a new company, update an existing company, deactivate a company, and reactivate a previously deactivated company. The steps include navigating to the company entity, searching for a company, filling out required fields, assigning an owner, and clicking buttons to save, deactivate, or reactivate while in the company form.
This document provides instructions for using a CRM application, including logging in, managing account information, creating accounts, invoices, and potentials. It outlines the steps and screenshots to follow for various roles like CSC, ASP to complete tasks in the application like updating personal details, selecting products/services, and entering required customer information.
This new hire manual provides instructions for conducting background checks, verifying social security numbers, requesting motor vehicle reports, and entering new hire information into the HR, benefits, and payroll systems. It outlines 11 steps for starting a background check, 7 steps for completing a background check, 5 steps for requesting an MVR, 5 steps for social security number verification, and 9 steps for entering a new hire into HR and benefits and payroll. The appendix sections provide additional reference information on titles, departments, contacts, and other payroll-related topics.
Hopro2015 getting started with insurance billingStephen Kreger
This document provides instructions for setting up insurance billing in a medical billing software. It outlines the steps to add insurance carriers, patients, and refering physicians. It then explains how to create events, sessions, invoices, and generate CMS-1500 forms for insurance billing. The tutorial emphasizes entering accurate insurance and patient information at each step to ensure proper form completion and submission. It concludes by noting the software is easy to use and the company provides support.
1. The document provides instructions for staff to register for and use an online staffing platform called StaffConnect. It outlines how to register an account, log in, fill out profiles, apply for and complete shifts, upload files, and generate invoices.
2. After logging in, users can communicate with other staff, view and apply for shifts, and manage their personal calendar and shift schedule. Filling out profiles and uploading photos makes profiles more complete.
3. The process involves applying for shifts, confirming or rejecting them, working shifts, uploading completion details like times worked and expense reports, and generating invoices if required by the agency. Users can improve their "karma" rating by completing shifts on time.
The document provides an overview of how to create a master database of items/products in GeSTure. It describes navigating to the "Goods & Services Details" page to enter details like the product code, description, opening quantity and value, HSN code, minimum and reorder levels. It also explains entering tax rates and valuation methods.
A second section summarizes setting up general ledger accounts by navigating to the "Ledger Creation" window to enter details like the ledger description, opening balance, and whether it is a cash, bank or other account.
The third section outlines entering purchase invoices by navigating to "Inward Supply/Transaction/Bill", selecting credit or non-credit purchase, and
The document provides instructions for electronically filing a Personal Financial Disclosure statement in Georgia. It explains who is required to file, how to obtain login credentials, and how to navigate the efiling system. The efiling system has several sections that must be completed by submitting required information before a report can be finalized and electronically submitted. Upon submission, a confirmation email will be sent.
1. The document provides step-by-step instructions for using SAP Collections Management 3.0 to create a work list of customers, prioritize customers and invoices, create promises to pay, allocate promised amounts, and create a dispute case for a damaged goods invoice.
2. Key steps include creating a work list for company code 3000, sorting customers by broken promises and invoices by days in arrear, creating a $45,000 promise to pay for invoices in the first quarter, and generating a dispute case for an invoice due to damaged goods.
3. The dispute case workflow routes the case to the next processor to clarify the issue by July 25, 2004, and updates the invoice status to disputed in Collections Management
Configure Bank Reconciliation with Odoo 15 Accounting ModuleCeline George
Reconciliation models can make the Reconciliation process much more straightforward. You can easily set up the Reconciliation models on the Accounting module.
The document provides step-by-step instructions for accessing and navigating a demo of the WE Bill e-Software medical billing program. It explains how to register for an account, log in, search for patients, add new patient information, enter visit details including diagnosis codes, charges, insurance, and payments. Screenshots illustrate each step of the process for entering and submitting an electronic claim within the demo software.
Microservice Teams - How the cloud changes the way we workSven Peters
A lot of technical challenges and complexity come with building a cloud-native and distributed architecture. The way we develop backend software has fundamentally changed in the last ten years. Managing a microservices architecture demands a lot of us to ensure observability and operational resiliency. But did you also change the way you run your development teams?
Sven will talk about Atlassian’s journey from a monolith to a multi-tenanted architecture and how it affected the way the engineering teams work. You will learn how we shifted to service ownership, moved to more autonomous teams (and its challenges), and established platform and enablement teams.
Hand Rolled Applicative User ValidationCode KataPhilip Schwarz
Could you use a simple piece of Scala validation code (granted, a very simplistic one too!) that you can rewrite, now and again, to refresh your basic understanding of Applicative operators <*>, <*, *>?
The goal is not to write perfect code showcasing validation, but rather, to provide a small, rough-and ready exercise to reinforce your muscle-memory.
Despite its grandiose-sounding title, this deck consists of just three slides showing the Scala 3 code to be rewritten whenever the details of the operators begin to fade away.
The code is my rough and ready translation of a Haskell user-validation program found in a book called Finding Success (and Failure) in Haskell - Fall in love with applicative functors.
Do you want Software for your Business? Visit Deuglo
Deuglo has top Software Developers in India. They are experts in software development and help design and create custom Software solutions.
Deuglo follows seven steps methods for delivering their services to their customers. They called it the Software development life cycle process (SDLC).
Requirement — Collecting the Requirements is the first Phase in the SSLC process.
Feasibility Study — after completing the requirement process they move to the design phase.
Design — in this phase, they start designing the software.
Coding — when designing is completed, the developers start coding for the software.
Testing — in this phase when the coding of the software is done the testing team will start testing.
Installation — after completion of testing, the application opens to the live server and launches!
Maintenance — after completing the software development, customers start using the software.
AI Fusion Buddy Review: Brand New, Groundbreaking Gemini-Powered AI AppGoogle
AI Fusion Buddy Review: Brand New, Groundbreaking Gemini-Powered AI App
👉👉 Click Here To Get More Info 👇👇
https://sumonreview.com/ai-fusion-buddy-review
AI Fusion Buddy Review: Key Features
✅Create Stunning AI App Suite Fully Powered By Google's Latest AI technology, Gemini
✅Use Gemini to Build high-converting Converting Sales Video Scripts, ad copies, Trending Articles, blogs, etc.100% unique!
✅Create Ultra-HD graphics with a single keyword or phrase that commands 10x eyeballs!
✅Fully automated AI articles bulk generation!
✅Auto-post or schedule stunning AI content across all your accounts at once—WordPress, Facebook, LinkedIn, Blogger, and more.
✅With one keyword or URL, generate complete websites, landing pages, and more…
✅Automatically create & sell AI content, graphics, websites, landing pages, & all that gets you paid non-stop 24*7.
✅Pre-built High-Converting 100+ website Templates and 2000+ graphic templates logos, banners, and thumbnail images in Trending Niches.
✅Say goodbye to wasting time logging into multiple Chat GPT & AI Apps once & for all!
✅Save over $5000 per year and kick out dependency on third parties completely!
✅Brand New App: Not available anywhere else!
✅ Beginner-friendly!
✅ZERO upfront cost or any extra expenses
✅Risk-Free: 30-Day Money-Back Guarantee!
✅Commercial License included!
See My Other Reviews Article:
(1) AI Genie Review: https://sumonreview.com/ai-genie-review
(2) SocioWave Review: https://sumonreview.com/sociowave-review
(3) AI Partner & Profit Review: https://sumonreview.com/ai-partner-profit-review
(4) AI Ebook Suite Review: https://sumonreview.com/ai-ebook-suite-review
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Utilocate offers a comprehensive solution for locate ticket management by automating and streamlining the entire process. By integrating with Geospatial Information Systems (GIS), it provides accurate mapping and visualization of utility locations, enhancing decision-making and reducing the risk of errors. The system's advanced data analytics tools help identify trends, predict potential issues, and optimize resource allocation, making the locate ticket management process smarter and more efficient. Additionally, automated ticket management ensures consistency and reduces human error, while real-time notifications keep all relevant personnel informed and ready to respond promptly.
The system's ability to streamline workflows and automate ticket routing significantly reduces the time taken to process each ticket, making the process faster and more efficient. Mobile access allows field technicians to update ticket information on the go, ensuring that the latest information is always available and accelerating the locate process. Overall, Utilocate not only enhances the efficiency and accuracy of locate ticket management but also improves safety by minimizing the risk of utility damage through precise and timely locates.
E-commerce Application Development Company.pdfHornet Dynamics
Your business can reach new heights with our assistance as we design solutions that are specifically appropriate for your goals and vision. Our eCommerce application solutions can digitally coordinate all retail operations processes to meet the demands of the marketplace while maintaining business continuity.
Introducing Crescat - Event Management Software for Venues, Festivals and Eve...Crescat
Crescat is industry-trusted event management software, built by event professionals for event professionals. Founded in 2017, we have three key products tailored for the live event industry.
Crescat Event for concert promoters and event agencies. Crescat Venue for music venues, conference centers, wedding venues, concert halls and more. And Crescat Festival for festivals, conferences and complex events.
With a wide range of popular features such as event scheduling, shift management, volunteer and crew coordination, artist booking and much more, Crescat is designed for customisation and ease-of-use.
Over 125,000 events have been planned in Crescat and with hundreds of customers of all shapes and sizes, from boutique event agencies through to international concert promoters, Crescat is rigged for success. What's more, we highly value feedback from our users and we are constantly improving our software with updates, new features and improvements.
If you plan events, run a venue or produce festivals and you're looking for ways to make your life easier, then we have a solution for you. Try our software for free or schedule a no-obligation demo with one of our product specialists today at crescat.io
May Marketo Masterclass, London MUG May 22 2024.pdfAdele Miller
Can't make Adobe Summit in Vegas? No sweat because the EMEA Marketo Engage Champions are coming to London to share their Summit sessions, insights and more!
This is a MUG with a twist you don't want to miss.
Artificia Intellicence and XPath Extension FunctionsOctavian Nadolu
The purpose of this presentation is to provide an overview of how you can use AI from XSLT, XQuery, Schematron, or XML Refactoring operations, the potential benefits of using AI, and some of the challenges we face.
A Study of Variable-Role-based Feature Enrichment in Neural Models of CodeAftab Hussain
Understanding variable roles in code has been found to be helpful by students
in learning programming -- could variable roles help deep neural models in
performing coding tasks? We do an exploratory study.
- These are slides of the talk given at InteNSE'23: The 1st International Workshop on Interpretability and Robustness in Neural Software Engineering, co-located with the 45th International Conference on Software Engineering, ICSE 2023, Melbourne Australia
Revolutionizing Visual Effects Mastering AI Face Swaps.pdfUndress Baby
The quest for the best AI face swap solution is marked by an amalgamation of technological prowess and artistic finesse, where cutting-edge algorithms seamlessly replace faces in images or videos with striking realism. Leveraging advanced deep learning techniques, the best AI face swap tools meticulously analyze facial features, lighting conditions, and expressions to execute flawless transformations, ensuring natural-looking results that blur the line between reality and illusion, captivating users with their ingenuity and sophistication.
Web:- https://undressbaby.com/
WhatsApp offers simple, reliable, and private messaging and calling services for free worldwide. With end-to-end encryption, your personal messages and calls are secure, ensuring only you and the recipient can access them. Enjoy voice and video calls to stay connected with loved ones or colleagues. Express yourself using stickers, GIFs, or by sharing moments on Status. WhatsApp Business enables global customer outreach, facilitating sales growth and relationship building through showcasing products and services. Stay connected effortlessly with group chats for planning outings with friends or staying updated on family conversations.
Essentials of Automations: The Art of Triggers and Actions in FMESafe Software
In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation.
We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios.
Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!
Essentials of Automations: The Art of Triggers and Actions in FME
SalesFundaa CRM FAQs
1. SalesFundaaFAQ New
1. Dashboard
2. Organization
NewOrganization
ViewActive
3. Contacts
Add new
Contact list
4. Tickets
Newticket
Ticket list
5. Enquiry
Add new
Enquiry list
Service enquiry
Products enquiry
6. Quotation
Newquotation
Quotation list
7. Invoice
NewPerforma Invoice
Performa listinvoice
Newtax invoice
Tax invoice list
8. SalesOrder
Newsales Order
Salesorder list
9. Work Order
Issue work order
Issuedwork order list
10. Challan
Newchallan
Challan list
11. Purchase
12. Project
13. Maintenance contract
14. Employee
15. Expense
16. Reports
17. MIS
18. Master
2. 1. Dashboard
Login to your CRM ClickDashboard
Here you can view all the summary of the important activities like enquiry status, upcoming
reminders, invoice overviews, over dues reminder, stock, purchase overviews,
complaint status, comment count (see screenshot below)
2. Organization
In thissectionyoucan addorganizationdata(purchaser,vendoretc.) like companyname,contact
personname,mobile no.,Primaryemail,addressandotherimportantdetailsabout
organization.
NewOrganization
How to add NewOrganization?
Clickon Organization NewOrganization
Fill upthe followingdetailsasshowninthe below screenshotandclickthe save button.
3. Nature of the Leadexplained:
Nature (i.e.Hot,Cold,Mature,& NotInterested)
Hot (red) meansleadisverymuchinterestedinbuyingyourproduct/service,
Cold(blue) means the chancesof the leadturningintoacustomerislow.
Mature (green) meanswhere the leadisconvertedintoacustomerand
NotInterested(Black) meanswhere the leadisnotinterestedinbuyingaproduct/service)
ViewActive Only
How to access data of ‘ViewActive Only’
ClickOrganization ViewActive Only
In thislistyoucan viewlistof organizationdataasshow in the below screenshot.
4. Selectaparticularorganization andyoucan performthe followingfunctions ashighlighted inRed
area inthe above screenshot.
Functionsyou can performto the selectedorganization:
SendMessage:Sendsmessage tothe selectedorganization.
5. Selectthe organization Click‘Send message on selection’ write the message and clickSend.
SendEmail: Sendemail tothe selectedorganization.
Selectthe organization Click‘Send Email on selection’ selectCampaignand click Send
ClickYes
Move to trash/ delete:Deletesthe selected organization.
Selectthe organization Click‘Move selectedto Trash’ Yes
Transfer ownership:Transferthe ownership i.e.Assign the particularitemtoyour
employee.
Selectthe organization Click‘Transfer selectedOwnership’ selectEmployee Name
Transfer Click‘Yes’
Import: Importthe data to the crm software throughanexcel sheet
Export: Export (download) the selecteddatatoexcel sheet.
Selectthe organization ClickExport selectedtoexcel
Selectthe organization ClickExport selectedtoExcel.
Clickon the organizationname to geta detailedviewasshowninthe screenshotbelow.
Detailsof ticket(complaint)raised,enquirymade, meetings,quotation,invoicesgeneratedandthe
restof the information canbe viewed ashighlightedin yellow inthe above
screenshot
6. Clickon the ‘Three dots’onthe right handside andyou can performactivitiesforthisparticular
organization like creatingaticket(complaint),new enquiry,newquotation,new
performainvoice andother functions ashighlightedinRedinthe above screenshot.
If you wantto update any comments,write inthe commentscolumn andclickon‘Post’.
To seta reminderforthisparticularorganization,clickthe ‘Bell’icon
To schedule ameeting withthisparticularorganization,clickthe iconnexttobell icon.(see green
highlightedbox inthe above screenshot)
To change the nature of status forthisparticularorganization,clickonthe respective button(see
blue highlightedbox inthe above screenshot)andclickon‘Post’
3. Contacts
Add New
How to add NewContacts?
ClickContacts AddNew
Fill upthe following contactdetailsasshowninthe below screenshotandclick the save button.
Contact List
7. How to viewexistingcontactlist?
ClickContacts –> Contact List
All the contacts whichyouaddedwill be shownhere.
4. Tickets
A Ticketisraisedwhenyouwantto intimate the supportteamaboutissuesfacedwhileusing the
productor service.Once the ticketisraised,the supportteamisintimatedand
actionis beingtakentoresolve the issue.
How to raise a NewTicket/Complaint?
ClickTicket NewTicket
Once you clickthe belowscreenwill appear.
Selectthe organizationagainstwhichyouwanttoraise a ticket.
Selectthe productagainstwhichyouwantto raise a ticket. Like inthe below screenshotwe are
raisinga ticketforSamsunggalaxymobile (seebelowscreenshot –redhighlighted
area)
8. Clickon the productand the belowscreenwill appearwhere youhave tomention the complaint
details.EnterSubjectline,selectthe appropriate dept.,selectpriority(seriousness
of the complaintashigh,normal,low), explainthe complaintindetail inthe main
bodyand click Save
9. Ticketiscreatedas seeninthe belowscreenshot.
Ticket List
ClickTicket Ticket List
Showsa listof ticketraisedsofar.
How to assigna ticket to an employee?
ClickTicket AssignTicket visit Tickthe check box against the organizationname click
‘AssignedEngineer’icon as shown in the belowscreenshot’s red highlightedbox.
11. 5. Enquiry
Add New
How to add NewEnquiry?
ClickEnquiry Add New Update the fieldsas shownin the belowscreenshot clickNext
12. Once you click next,the belowpage will appear where Product/service detailshas to be updated.
Enquiry can be of product or service,update as per your requirementneedand clicksave button
In the belowscreenshotpage you can perform the followingfunction:
- Postcomments andupdate its Nature to hot, cold, mature and not interested
- Create a quotationagainstthisenquiry
- Create Performainvoice againstthisenquiry
13. Enquiry List
Shows the list of enquiriesand it’s status.
How to viewenquirylist?
ClickEnquiry Enquiry List click on an enquiryto geta detailedview
Service Enquiry
Shows the list of service enquiry
How to viewService Enquiry?
ClickEnquiry Service Enquiry click on an enquiryto geta detailedview
Products Enquiry
Shows the list of Products enquiry
How to viewProducts Enquiry?
ClickEnquiry Products Enquiry click on an enquiryto geta detailedview
6. Quotation
How to create a quotation?
ClickQuotation NewQuotation Clickthe organizationagainst whichyou want to create a
quotation
Fill up the detailsas shown in the belowscreenshot and click next button.
To add quotation description,click,Master Quotationdescription clickNew Addsubject
and descriptionand click save.
14. Once you click Next,the followingscreenwill appear where the product detailshas to be updated
by clickingthe + icon
If the quotationisof any service,the clickthe servicestaband update itsdetails
Similarly,updatedthe otherchargesandterms& conditions
Once you update all the detailsclick ‘save and show’ detailsbutton.
15. Hence Quotation is created!
Quotation List
How to viewQuotation List
ClickQuotation Quotation List Click on any quotation to get a detailedview.
16. 7. Invoice
How to create Performa invoice?
ClickInvoice NewPerformaInvoice clickon the organization name for whichyou want to
create Performainvoice
Once you click on the organization, the followingpage will showwhere invoice detailshave to be
updated. Click Next.
17. Clickon + icon and products tab and update the fieldsasshown in the belowscreenshot and click
save button.
Similarly,update services,other charges,terms & conditionsand address details and click ‘save
and show details’
Hence Performa Invoice is created.
Performa Invoice List
How to viewPerforma invoice list?
18. ClickInvoice PerformaInvoice List click on the organization name to get a detailedview.
NewTax Invoice
How to create New Tax Invoice?
ClickInvoice NewTax Invoice clickonthe organization for which you want create newtax
invoice
19. Clickon + icon click products tab and update the following fieldsasshown inthe below
screenshot clickSave button.
Similarly,click on services,othercharges, terms & conditionsand addressdetails tab click‘save
and show details’
Hence New Tax Invoice is created.
20. Tax Invoice List
How to viewTax invoice list?
ClickInvoice Tax Invoice List clickon the organization name to get a detailedview.
8. Sales Order
How to create a NewSales Order?
ClickSales Order NewSalesOrder Clickthe organizationagainst whichyou want to raise a
ticket.
Once you clickthe belowscreenwill appear.
21. Fill upthe followingcontactdetailsasshowninthe above screenshotandclickthe Nextbutton.
Once you clickNext,the belowscreenwill appear.
Then, clickon ‘+’ iconand add fill upthe above detailsasshowninthe above screenshot andClick
Save icon button.
22. Now, update the ‘TermsandConditions’ byclickingonitstab as showninthe below screenshotand
click‘Save and showdetails’button.
The followingscreenwill appear andhence SalesOrderiscreated.
You can also edit,change the statusand cancel the salesorder by clickingthe respectivebuttonsas
highlightedinthe above screenshot.
23. SalesOrder List
Containsthe listof salesordercreatedsofar and alsotheircurrentstatus (see below screenshot)
ClickSales Order SalesOrder List Clickon the Organizationname against which you want to
edit/viewsalesorder.
9. Work Order
ClickWork Order Issue workorder clickon the organizationagainstwhichyouwanttocreate
workorder
Once you do that, the followingscreenwillappear
24. Update the fields mentionedasshowninthe above screenshotandclick next.
Enter the productdetails byclickingthe
Click+ icon underProductstab andfill upthe detailsasshowninthe below screenshot
Similarly,updateservices,othercharges,termsandconditionsbyclickingonthe respective tab and
clicksave.
25. Clickon Addressdetails andupdate the following detailsasshowninthe below screenshotandclick
Save
Once you save all the details, workorderwill be createdandthe followingscreenwillappear.
In the above screenyoucan also editthe workorder,update the status of the work orderto paid,
unpaidandcancel.
26. IssuedWork Order
How to viewthe listof issuedwork order?
ClickWork Order Issuedwork order clickon the organizationagainst which
you want to viewwork order
10. Challan
How to create Challan?
ClickChallan NewChallan ClickOrganizationname for which you want to create new Challan
Once you click,the following screen will appear
Fill upthe detailsasshowninthe belowscreenshotandclicknextbutton
AfterclickingNext,the followingscreenwill appear
27. Click, +iconand enterthe detailsof the productas showninthe above screenshotandclickSave
iconbutton.
Similarly,updateInstallationproducts,termsandconditionsbyclicking the respectivetabs andclick
save.
Once you save the above details,challanisprepared asshowninthe screenshotbelow.
28. In the above screenyoucan editthe challan,change itsstatus to pending,delivered,outandcancel,
and alsocreate invoice againstthe challanfromthe highlightedareainthe above
screenshot.
You can alsodownloadthe challanfromthe above screen.
Challan List
How to viewChallanlist?
ClickChallan challan list
11. Purchase
How to create Purchase Order?
ClickPurchase NewPurchase Order ClickOrganization name for whichyou want to create
new purchase order
Once you click,the followingPage willcome up asshowninthe below screenshot. Fillupall the
detailsandclickNext
Afterclicking‘Next’youwill have toupdate the Productdetails byclicking+icon and clicksave
button (see belowscreenshot)
30. How to view/editPurchase Order?
ClickPurchase Purchase Order List clickon the organization name for which you want to edit
purchase order
Once you dothat, the followingscreenwillappear
Performthe followingfunctionsfromthe above screenbyclickingthe respective tab:
Convertthispurchase orderpurchase entry
Editthis purchase order
Cancel thisPurchase Order
Downloadthe purchase order.
NewPurchase Bill
How to create New Purchase Bill?
ClickPurchase NewPurchase Bill click on the organizationname for which you want to edit
purchase bill
The belowpage will appear
31. Fill upall the necessarydetails andclicknext.
Thenadd Productdetailsandclicksave button.Similarly,update services,termsandconditions by
clickingonitstab.
Once you update the above details,click‘save andshow details’
Aftersavingthe detailsthe followingscreenwill appear andhence Purchase Bill iscreated.
32. Purchase Bill List
How to view/editPurchase Bill?
ClickPurchase Purchase Order bill clickon the organizationname for which
you want to editpurchase bill
Once you dothat, the followingscreenwillappear
Performthe followingfunctionsfromthe above screenbyclickingthe respective tab:
33. Editthis purchase bill
Cancel thisPurchase bill
Downloadthe purchase bill.
12. Project
How to create New Project?
Clickproject NewProject clickon the organization name for which you want to create a new
project.
Then,the followingpage will appear.Here youwill have toupdate the fieldsof the project asshown
inthe belowscreenshot.
Once you update the fields,clickNext
The belowscreenshotwill appear where projectdetails will be shown
34. Clickon each ofthe followingtabs to update its details:
Bill of Material: Update items,unit,rate,quantity,receivedquantity,remainingquantity,total
quantity
Task: Task name,taskno.,work hrs. Assigned,Progress%, startdt.,enddt.,status
Stock: Newstock,req.list,recd.Materials,issue material andstock
Manpower:Labour name,mobile no., aadharcard no.,pan card no.,work address,salary,total hrs,
salarytype.
Complaints:Ticketsubject,ticketdescription,priority,createdtime,lastupdatedtime,status,
repliedby.
A newticket/complaint canbe raisedfromhere.
35. How to assigna project?
ClickProject ProjectList click on the Projectname click on AssignedPersonand select
personname
Project List
How to viewproject list?
ClickProject ProjectList click on the Projectname to view the detailsof the project
RequestList
How to viewrequestlist?
ClickProject RequestList clickon the Project name to viewthe detailsofthe request.
How to viewrequestapprove stock?
ClickProject Requestapprove stock
How to viewProjectChallan?
ClickProject ProjectChallan
36. How to viewProjectChallan?
ClickProject Projectstock
How to viewEmployee ItemRequest?
ClickProject Employee ItemRequest
How to viewBill of Material?
ClickProject Bill of Material
13. Maintenance Contract
How to create a Maintenance contract?
ClickMaintenance contract NewContract clickon the organization name against
which you want to create contract click on the three dots (see highlightedareain
screenshot) clickon NewMaintenance contract
Thenbelow screenwill appear.Update the fieldsasshowninthe below screenshotandclickSave.
37. Maintenance contract is successfullycreated.
PendingInstallations
How to check products whichare pendingforinstallation?
ClickMaintenance contract PendingInstallations clickonthe organizationname to view
product details,installationdetails,ticketraised for the contract.
38. See belowscreenshot
Products in warranty?
How to check products in warranty?
ClickMaintenance contract products in warranty List of products in warranty isdisplayed
click on organization name to geta detailedviewofproducts in warranty
The belowscreenwill be appearshowingthe detailedview where youcan review andeditthe
contract.
39. Products in Contract
ClickMaintenance contract Products in contract clickon the organization name to get a
detailedviewofthe product, contract visit and ticket raisedfor the particular product.
UpcomingServices:
ClickMaintenance contract UpcomingServices
List of upcomingServices isdisplayed.Youcanfilterthe datathe nearestdate of upcomingservice.
Service Visit:
How to viewService visit?
ClickMaintenance contract Service Visit List of products and the status of service visitis
displayed(see belowscreenshot) clickonany ofthe product to update the status
40.
41. Update the service visitdetailslike travelallowance,remarks, visitedandclick save
14. Employee
How to add Employee?
ClickEmployee NewEmployee
Fill upthe followingdetailsasshowninthe below screenshotandclickthe save button.
43. List of employeeswill be displayed asshowninthe below screenshot.
Clickon the employeename toget detailed information (see below screenshot)
Employee Group
How to add Employee group?
44. ClickEmployee Employee group click+ icon and add group name and click save button. See
belowscreenshot.
Employee Shift:
ClickEmployee Employee shift Fill upthe fieldsasshown in the belowscreenshotand
click save button
45. NewProduct Request
How to add NewProduct Request?
ClickEmployee NewProductRequest Fill up the fieldsas shown inthe belowscreenshot
and click Nextbutton
The up the detailsasshownbelow andclicksave and show details.
47. 16. Reports
AssignInstallation Engineer
How to assignengineerforinstallation?
ClickReports clickon the checkbox button for which you want to assign an engineer clickon
AssignedEngineerbutton selectengineername and date of installation clickTransfer
Hence Transferred!
48. Warranty Period Product
How to viewproductcs which are in warranty period?
ClickReports Warranty Period Product productsinwarranty are shown in a listed manner
click on it to get a detailedview.
Maintenance Services
How to viewMaintenance Services?
ClickReports Maintenance Services clickon it to geta detailedview.
ServicesEngineers
How to viewServicesEngineervisitdetails?
ClickReports ServicesEngineers Listof service engineervisitisdisplayed
To update the data, click on the fieldand update travel allowance,visitedand remarks if any and
click save.
AMC Product List
How to viewa list of AMC Products?
ClickReports AMC Product List List of products in AMCis shown
49. Enquiry List
How to viewEnquiry List?
ClickReports Enquiry List
Service Enquiry
How to viewEnquiry List?
ClickReports Service Enquiry
Products Enquiry
How to viewProducts Enquiry?
ClickReports Products Enquiry
Enquire by Lost Reason
How to viewthe reasondue to which the enquiry was lost?
ClickReports Enquire by Lost Reason
Meetings
How to check all the meetings?
50. ClickReports Meetings Double clickonany of the meetingstoupdate/edit
Comments
How to viewall comments?
ClickReports Comments
Quotations
How to viewall the quotations created?
ClickReports Quotations clickon it to get a detailedview.
Invoices
How to viewall the invoicescreated?
ClickReports Invoices
SalesOrder
How to viewall the Sales Order created?
ClickReports SalesOrder click on it to get a detailedview.
51. Issue Work Order
How to viewall the issuedWork Order created?
ClickReports Issue Work Order clickon it to get a detailedview.
Overdue Invoices
How to viewall the Overdue Invoices?
ClickReports Overdue Invoices clickon it to get a detailedview.
RequestList
How to viewall the RequestList?
ClickReports RequestList click on it to get a detailedview.
Purchase Orders
How to viewall the Purchase Orders?
ClickReports Purchase Orders click on it to get a detailedview.
Challan
How to viewall the Challan created?
ClickReports Challan click on it to geta detailedview.
Purchase Bill
How to viewall the Purchase Bill created?
ClickReports Purchase Bill click on it to get a detailedview.
Invoice against c form
How to viewall Invoice against c form created?
ClickReports Invoice against c form click on it to geta detailedview.
52. Invoice Product
How to viewall the Invoice Product created?
ClickReports Invoice Product click on it to get a detailedview.
Invoice services
How to viewall the Invoice servicescreated?
ClickReports Invoice services clickon it to get a detailedview.
Purchase Bill Product
How to viewall the Purchase Bill Product created?
ClickReports Purchase Bill Product
Purchase Bill services
How to viewall the Purchase Bill servicescreated?
ClickReports Purchase Bill services
Project
How to viewall Projectscreated?
ClickReports Project click on it to geta detailedview.
Contracts
How to viewall Contracts created?
ClickReports Contracts click on it to get a detailedview.
Tickets
How to viewall Ticketscreated?
ClickReports Tickets click on it to geta detailedview.
53. Receivedcheque
How to viewall chequesReceived?
ClickReports Receivedcheque
Issuedcheque
How to viewall chequesissued?
ClickReports Issuedcheque
AssignTicket
How to viewall AssignedTicket?
ClickReports AssignTicket click on it to get a detailedview.
AssignTicket visit
How to viewall visitsto AssignedTicket?
ClickReports AssignTicket visit clickon it to get a detailedview.
Ticket visit
How to viewall Ticketvisits?
ClickReports Ticket visit click on it to get a detailedview.
Stock
How to viewall stocks?
ClickReports Stock click on it to get a detailed view.
Collectionstatement
How to viewall Collectionstatements?
ClickReports Collectionstatement
54. Statement
How to viewall Statement?
ClickReports Statement
17. MIS
Here,you can access MIS (ManagementInformationSystem) reports?
Invoice List Report
How to access Invoice List Report?
ClickMIS Invoice List Report
Followingare the functionsyou can performfrom the highlightedarea in belowscreenshot:
- Display search window
- Print the report
- Prints the current page
- Export the report in variousfile formats and save it to the disk
Quotation List Report
55. How to access Quotation List Report?
ClickMIS Quotation List Report
Followingare the functionsyou can performfrom the highlightedarea in below
screenshot:
- Display search window
- Print the report
- Prints the current page
- Export the report in variousfile formats and save it to the disk
Performa Invoice listReport
How to access PerformaInvoice list Report?
ClickMIS Performa Invoice listReport
Followingare the functionsyou can performfrom the highlightedarea in below
screenshot:
- Display search window
- Print the report
- Prints the current page
- Export the report in variousfile formats and save it to the disk
56. Cheque & Cash Receipt
How to access Cheque & Cash Receipt?
ClickMIS Cheque & Cash Receipt
Rental details
How to access Rental details?
ClickMIS Rental details
Followingare the functionsyou can performfrom the highlightedarea in below
screenshot:
- Display search window
- Print the report
- Prints the current page
- Export the report in variousfile formats and save it to the disk
57. Complaintby Model no.
Complaintsby product model will be shown in a bar graph format
How to access Complaintby Model no.?
ClickMIS Complaintby Model no.
Followingare the functionsyou can performfrom the highlightedarea in below
screenshot:
- Display search window
- Print the report
- Prints the current page
- Export the report in variousfile formats and save it to the disk
58. 18. Master
Data Source
How to add data source name?
ClickMaster click + iconand enterdata source name click save button
Data source meansfrom where you sourcedthe contact for example:justdial,yellowpages etc.
59. Branch
How to add branch name?
ClickMaster Branch
Bank
How to add Bank Name?
ClickMaster Bank click+ icon and enterthe bank details click save button
Organization Type:
How to add Organization type?
ClickMaster Organization type click + iconand enterorganization type name click save
button
60. Department
How to add Department?
ClickMaster Department click+ icon and enterdepartment name click save button
Industry
61. How to add Industry?
ClickMaster Industry click + icon and enter Industry name click save button
Services
How to add services?
ClickMaster services click+ icon and enterservicesdetails click save button
62. Manufacturer
How to add Manufacturer?
ClickMaster Manufacturer click + icon and enter Manufacturer name click save button
Category
How to add category?
ClickMaster category click + icon and entercategory name clicksave button
63. Product
How to add category?
ClickMaster product click + iconand enterproduct details click save button
Other Charges
How to add Other Charges?
ClickMaster Other Charges click + icon and enterOther Charges click save button
64. Quotation Description
How to add Quotation Description?
ClickMaster Other Quotation Description clickNew and entersubject & Description
click save button
Terms and Condition
How to add Terms and Condition?
65. ClickMaster Terms and Condition clickNew and entersubject and Terms & Conditions
click save button
Tax
How to add Tax?
ClickMaster Tax click + iconand entertax details click save button
66. Reason
How to add Reason (leadlost reason)?
ClickMaster Reason click+ icon and enterreason name click save button
AMC Feature
How to add AMC Feature name?
ClickMaster AMC Feature click+ icon and enterfeature name click save button
67. Addition/Deduction
How to add Addition/Deduction?
ClickMaster Addition/Deduction click + iconand enterthe details clicksave button
Particular
How to add Particular?
ClickMaster Particular click + iconand enterthe Particular name click save button
68. InventoryLocation
How to add InventoryLocation?
ClickMaster Inventory Location click + icon and enterthe details clicksave button
Common SMTP settings?
This is a SMTP setting for a group of people
How to add Common SMTP settings?
ClickMaster Common SMTP settings Fill all the mandatory fields click save button
69. SMTP Setting
This is an SMTP settingfor an individual user
ClickMaster SMTP settings Fill all the mandatory fields clicksave button
How to add Common SMTP settings?
Change Password
How to change password?
70. ClickMaster change password Enter current, newand re-type new password click save
button
Email Campaign
How to create a new email campaign?
ClickMaster Email Campaign Enter subjectline and description for email campaign click
Save button