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The Sales Enquiry Module

The ‘My Sales‘ tab in the ‘Sales’ module is a comprehensive sales pipeline showing you the status of all sales enquiries raised. You can select the account manager or staff member to filter the records by using the ‘Staff Member/Account Manager’ drop-down.

You can see any call-backs and previous calls made below the enquiry list.

The graphs on the left-hand side are automatically generated by using the sales process part of an enquiry. Double-clicking on any of these graphs will bring up a larger version in a pop-up window.

Clik Service

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Sales Enquiries

Setting Up Sales Processes

Sales Enquiries

  • The Sales Enquiry Module
  • Raising Sales Enquiries
  • Setting Up Sales Processes

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